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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 | $297,920 | $150,445+98.0% | $136,297+118.6% | $147,585+101.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 32.66% | 1049.14%-1016.5pp | 5156.16%-5123.5pp | 578.57%-545.9pp |
| Employer contribution / active EE | $13,250 | $5,256+152.1% | $4,696+182.2% | $4,876+171.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |