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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 | $627,043 | $150,447+316.8% | $136,298+360.1% | $147,586+324.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.99% | 1049.15%-1033.2pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $22,000 | $5,256+318.5% | $4,696+368.5% | $4,876+351.2% |
| Participant deferral / active EE | $16,500 | $6,631+148.8% | $6,247+164.1% | $5,439+203.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |