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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 | $369,369 | $150,447+145.5% | $136,298+171.0% | $147,586+150.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.51% | 1049.15%-1036.6pp | 5156.27%-5143.8pp | 578.59%-566.1pp |
| Employer contribution / active EE | $9,017 | $5,256+71.5% | $4,696+92.0% | $4,876+84.9% |
| Participant deferral / active EE | $14,028 | $6,631+111.6% | $6,247+124.5% | $5,439+157.9% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |