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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 | $338,686 | $150,447+125.1% | $136,298+148.5% | $147,586+129.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.78% | 1049.15%-1034.4pp | 5156.27%-5141.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $22,140 | $5,256+321.2% | $4,696+371.5% | $4,876+354.0% |
| Participant deferral / active EE | $15,472 | $6,631+133.3% | $6,247+147.7% | $5,439+184.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |