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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 | $508,486 | $209,422+142.8% | $178,503+184.9% | $158,982+219.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 0.00% | 188.81%-188.8pp | 151.12%-151.1pp | 302.99%-303.0pp |
| Employer contribution / active EE | $37,500 | $5,707+557.1% | $5,011+648.3% | $4,763+687.3% |
| Participant deferral / active EE | $19,500 | $5,955+227.5% | $5,202+274.8% | $5,983+225.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |