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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 | $3,811,824 | $176,688+2057.4% | $130,660+2817.4% | $152,909+2392.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 10.57% | 2693.08%-2682.5pp | 1709.29%-1698.7pp | 345.46%-334.9pp |
| Employer contribution / active EE | $40,125 | $5,743+598.7% | $4,092+880.5% | $4,764+742.3% |
| Participant deferral / active EE | $3,000 | $4,362-31.2% | $3,603-16.7% | $5,851-48.7% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,601-100.0% |