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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 | $320,395 | $150,447+113.0% | $136,298+135.1% | $147,586+117.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.36% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.2pp |
| Employer contribution / active EE | $18,404 | $5,256+250.1% | $4,696+291.9% | $4,876+277.4% |
| Participant deferral / active EE | $11,022 | $6,631+66.2% | $6,247+76.4% | $5,439+102.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |