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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 | $259,201 | $150,442+72.3% | $136,295+90.2% | $147,585+75.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.39% | 1049.09%-1024.7pp | 5155.97%-5131.6pp | 578.56%-554.2pp |
| Employer contribution / active EE | $5,350 | $5,256+1.8% | $4,695+13.9% | $4,876+9.7% |
| Participant deferral / active EE | $9,055 | $6,630+36.6% | $6,247+45.0% | $5,439+66.5% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |