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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 | $318,348 | $150,447+111.6% | $136,298+133.6% | $147,586+115.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 25.92% | 1049.15%-1023.2pp | 5156.27%-5130.4pp | 578.59%-552.7pp |
| Employer contribution / active EE | $17,500 | $5,256+232.9% | $4,696+272.7% | $4,876+258.9% |
| Participant deferral / active EE | $9,000 | $6,631+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |