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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 | $942,590 | $202,345+365.8% | $172,755+445.6% | $152,885+516.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.35% | 1029.77%-1001.4pp | 802.94%-774.6pp | 345.39%-317.0pp |
| Employer contribution / active EE | $31,568 | $5,858+438.9% | $5,144+513.7% | $4,763+562.8% |
| Participant deferral / active EE | $20,472 | $5,948+244.2% | $5,198+293.9% | $5,851+249.9% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |