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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 | $514,413 | $150,447+241.9% | $136,298+277.4% | $147,586+248.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.54% | 1049.15%-1029.6pp | 5156.27%-5136.7pp | 578.59%-559.0pp |
| Employer contribution / active EE | $13,081 | $5,256+148.9% | $4,696+178.6% | $4,876+168.3% |
| Participant deferral / active EE | $16,485 | $6,631+148.6% | $6,247+163.9% | $5,439+203.1% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |