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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 | $1,513,137 | $150,446+905.8% | $136,297+1010.2% | $147,585+925.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.54% | 1049.14%-1038.6pp | 5156.19%-5145.7pp | 578.58%-568.0pp |
| Employer contribution / active EE | $32,250 | $5,256+513.6% | $4,696+586.8% | $4,876+561.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $189 | $10,906-98.3% | $9,244-98.0% | $10,886-98.3% |