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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 | $286,871 | $150,446+90.7% | $136,297+110.5% | $147,585+94.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.24% | 1049.14%-1032.9pp | 5156.19%-5140.0pp | 578.58%-562.3pp |
| Employer contribution / active EE | $9,913 | $5,256+88.6% | $4,696+111.1% | $4,876+103.3% |
| Participant deferral / active EE | $16,374 | $6,631+146.9% | $6,247+162.1% | $5,439+201.1% |
| Admin fee / account holder | $26 | $10,906-99.8% | $9,244-99.7% | $10,886-99.8% |