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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $321,274 | $150,447+113.5% | $136,298+135.7% | $147,586+117.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.87% | 1049.15%-1031.3pp | 5156.27%-5138.4pp | 578.59%-560.7pp |
| Employer contribution / active EE | $11,087 | $5,256+110.9% | $4,696+136.1% | $4,876+127.4% |
| Participant deferral / active EE | $14,249 | $6,631+114.9% | $6,247+128.1% | $5,439+162.0% |
| Admin fee / account holder | $283 | $10,906-97.4% | $9,244-96.9% | $10,886-97.4% |