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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 | $2,889,689 | $202,326+1328.2% | $172,745+1572.8% | $152,870+1790.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.81% | 1029.72%-1009.9pp | 802.90%-783.1pp | 345.34%-325.5pp |
| Employer contribution / active EE | $14,856 | $5,858+153.6% | $5,144+188.8% | $4,763+211.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $19 | $17,110-99.9% | $13,954-99.9% | $11,597-99.8% |