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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 | $847,022 | $160,059+429.2% | $140,019+504.9% | $135,380+525.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 0.00% | 911.48%-911.5pp | 651.17%-651.2pp | 519.81%-519.8pp |
| Employer contribution / active EE | $23,170 | $6,420+260.9% | $5,605+313.4% | $4,779+384.8% |
| Participant deferral / active EE | $21,500 | $7,641+181.4% | $6,927+210.4% | $5,609+283.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |