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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 | $289,157 | $96,419+199.9% | $80,648+258.5% | $139,487+107.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 2781.98% | 1352.86%+1429.1pp | 937.21%+1844.8pp | 373.84%+2408.1pp |
| Employer contribution / active EE | $3,496 | $3,261+7.2% | $2,724+28.4% | $4,755-26.5% |
| Participant deferral / active EE | $16,750 | $5,225+220.6% | $4,443+277.0% | $6,713+149.5% |
| Admin fee / account holder | $0 | $6,605-100.0% | $5,382-100.0% | $11,407-100.0% |