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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 | $251,578 | $176,688+42.4% | $130,660+92.5% | $152,897+64.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 21.32% | 2693.08%-2671.8pp | 1709.29%-1688.0pp | 345.43%-324.1pp |
| Employer contribution / active EE | $19,689 | $5,743+242.8% | $4,092+381.1% | $4,764+313.3% |
| Participant deferral / active EE | $9,800 | $4,362+124.7% | $3,603+172.0% | $5,851+67.5% |
| Admin fee / account holder | $10 | $7,131-99.9% | $5,463-99.8% | $11,599-99.9% |