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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 | $274,738 | $150,447+82.6% | $136,298+101.6% | $147,586+86.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 22.79% | 1049.15%-1026.4pp | 5156.27%-5133.5pp | 578.59%-555.8pp |
| Employer contribution / active EE | $33,051 | $5,256+528.8% | $4,696+603.9% | $4,876+577.8% |
| Participant deferral / active EE | $11,040 | $6,631+66.5% | $6,247+76.7% | $5,439+103.0% |
| Admin fee / account holder | $119 | $10,906-98.9% | $9,244-98.7% | $10,886-98.9% |