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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 | $272,862 | $150,447+81.4% | $136,298+100.2% | $147,586+84.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.18% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $6,469 | $5,256+23.1% | $4,696+37.8% | $4,876+32.7% |
| Participant deferral / active EE | $13,159 | $6,631+98.5% | $6,247+110.6% | $5,439+141.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |