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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 | $851,889 | $150,442+466.3% | $136,295+525.0% | $147,585+477.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.99% | 1049.09%-1038.1pp | 5155.97%-5145.0pp | 578.56%-567.6pp |
| Employer contribution / active EE | $18,042 | $5,256+243.3% | $4,695+284.2% | $4,876+270.0% |
| Participant deferral / active EE | $12,681 | $6,630+91.2% | $6,247+103.0% | $5,439+133.2% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |