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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 | $370,452 | $150,447+146.2% | $136,298+171.8% | $147,586+151.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.62% | 1049.15%-1024.5pp | 5156.27%-5131.7pp | 578.59%-554.0pp |
| Employer contribution / active EE | $11,384 | $5,256+116.6% | $4,696+142.4% | $4,876+133.5% |
| Participant deferral / active EE | $9,599 | $6,631+44.8% | $6,247+53.6% | $5,439+76.5% |
| Admin fee / account holder | $270 | $10,906-97.5% | $9,244-97.1% | $10,886-97.5% |