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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 | $656,542 | $156,970+318.3% | $121,210+441.7% | $139,487+370.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 735.02% | 1477.10%-742.1pp | 987.41%-252.4pp | 373.84%+361.2pp |
| Employer contribution / active EE | $12,868 | $5,546+132.0% | $4,171+208.5% | $4,755+170.6% |
| Participant deferral / active EE | $22,500 | $4,849+364.0% | $4,084+451.0% | $6,713+235.2% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |