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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 | $589,219 | $150,447+291.6% | $136,298+332.3% | $147,586+299.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.92% | 1049.15%-1036.2pp | 5156.27%-5143.4pp | 578.59%-565.7pp |
| Employer contribution / active EE | $27,667 | $5,256+426.3% | $4,696+489.2% | $4,876+467.4% |
| Participant deferral / active EE | $20,667 | $6,631+211.7% | $6,247+230.8% | $5,439+280.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |