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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 | $445,565 | $150,447+196.2% | $136,298+226.9% | $147,586+201.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.15% | 1049.15%-1027.0pp | 5156.27%-5134.1pp | 578.59%-556.4pp |
| Employer contribution / active EE | $28,197 | $5,256+436.4% | $4,696+500.5% | $4,876+478.2% |
| Participant deferral / active EE | $12,863 | $6,631+94.0% | $6,247+105.9% | $5,439+136.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |