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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 | $387,853 | $110,379+251.4% | $102,412+278.7% | $145,884+165.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2003.49% | 24.84%+1978.6pp | 24.94%+1978.5pp | 551.85%+1451.6pp |
| Employer contribution / active EE | $27,380 | $4,216+549.4% | $3,870+607.5% | $4,662+487.3% |
| Participant deferral / active EE | $23,000 | $5,622+309.1% | $5,060+354.5% | $6,690+243.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |