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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 | $380,991 | $76,519+397.9% | $56,025+580.0% | $145,897+161.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.13% | 3017.03%-3005.9pp | 1712.69%-1701.6pp | 552.29%-541.2pp |
| Employer contribution / active EE | $15,100 | $1,383+991.5% | $1,042+1349.7% | $4,663+223.8% |
| Participant deferral / active EE | $14,961 | $2,624+470.1% | $1,955+665.5% | $6,689+123.7% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |