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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 | $280,088 | $150,447+86.2% | $136,298+105.5% | $147,586+89.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.98% | 1049.15%-1032.2pp | 5156.27%-5139.3pp | 578.59%-561.6pp |
| Employer contribution / active EE | $3,873 | $5,256-26.3% | $4,696-17.5% | $4,876-20.6% |
| Participant deferral / active EE | $18,672 | $6,631+181.6% | $6,247+198.9% | $5,439+243.3% |
| Admin fee / account holder | $86 | $10,906-99.2% | $9,244-99.1% | $10,886-99.2% |