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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 | $1,097,547 | $227,597+382.2% | $189,575+478.9% | $167,536+555.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 781.25% | 78.44%+702.8pp | 64.19%+717.1pp | 478.82%+302.4pp |
| Employer contribution / active EE | $29,650 | $5,316+457.7% | $4,412+572.0% | $4,839+512.7% |
| Participant deferral / active EE | $10,400 | $7,002+48.5% | $6,174+68.5% | $6,342+64.0% |
| Admin fee / account holder | $0 | $11,877-100.0% | $9,806-100.0% | $12,315-100.0% |