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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 | $1,985,616 | $157,304+1162.3% | $141,197+1306.3% | $152,909+1198.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 333.71% | 64.34%+269.4pp | 71.41%+262.3pp | 345.46%-11.8pp |
| Employer contribution / active EE | $34,824 | $5,263+561.7% | $4,736+635.3% | $4,764+631.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $50 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |