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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 | $429,982 | $150,447+185.8% | $136,298+215.5% | $147,586+191.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.47% | 1049.15%-1035.7pp | 5156.27%-5142.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $16,667 | $5,256+217.1% | $4,696+254.9% | $4,876+241.8% |
| Participant deferral / active EE | $15,332 | $6,631+131.2% | $6,247+145.4% | $5,439+181.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |