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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 | $334,307 | $150,446+122.2% | $136,297+145.3% | $147,585+126.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.59% | 1049.14%-1035.6pp | 5156.19%-5142.6pp | 578.58%-565.0pp |
| Employer contribution / active EE | $9,836 | $5,256+87.1% | $4,696+109.5% | $4,876+101.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $126 | $10,906-98.8% | $9,244-98.6% | $10,886-98.8% |