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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 | $603,691 | $138,114+337.1% | $125,391+381.4% | $134,545+348.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.88%-750.9pp | 572.41%-572.4pp | 418.37%-418.4pp |
| Employer contribution / active EE | $25,500 | $5,246+386.1% | $4,816+429.5% | $4,742+437.8% |
| Participant deferral / active EE | $17,000 | $7,801+117.9% | $7,448+128.2% | $6,401+165.6% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |