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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 | $323,990 | $150,445+115.4% | $136,297+137.7% | $147,585+119.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.82% | 1049.14%-1032.3pp | 5156.16%-5139.3pp | 578.57%-561.7pp |
| Employer contribution / active EE | $30,307 | $5,256+476.6% | $4,696+545.4% | $4,876+521.5% |
| Participant deferral / active EE | $24,000 | $6,631+262.0% | $6,247+284.2% | $5,439+341.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |