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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 | $2,875,631 | $171,867+1573.2% | $149,721+1820.7% | $147,586+1848.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.87% | 2113.36%-2088.5pp | 1501.67%-1476.8pp | 578.59%-553.7pp |
| Employer contribution / active EE | $50,119 | $6,275+698.8% | $5,444+820.6% | $4,876+927.8% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |