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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 | $1,047,030 | $150,447+595.9% | $136,298+668.2% | $147,586+609.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.03% | 1049.15%-1028.1pp | 5156.27%-5135.2pp | 578.59%-557.6pp |
| Employer contribution / active EE | $30,390 | $5,256+478.1% | $4,696+547.2% | $4,876+523.2% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $75 | $10,906-99.3% | $9,244-99.2% | $10,886-99.3% |