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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 | $274,445 | $109,905+149.7% | $98,506+178.6% | $167,553+63.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 12.41% | 1960.20%-1947.8pp | 1494.92%-1482.5pp | 478.89%-466.5pp |
| Employer contribution / active EE | $19,715 | $3,226+511.2% | $2,961+565.8% | $4,840+307.4% |
| Participant deferral / active EE | $9,967 | $4,674+113.2% | $4,277+133.0% | $6,343+57.1% |
| Admin fee / account holder | $5 | $6,760-99.9% | $5,955-99.9% | $12,316-100.0% |