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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 | $2,315,889 | $138,114+1576.8% | $125,391+1746.9% | $134,545+1621.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 518.33% | 750.88%-232.5pp | 572.41%-54.1pp | 418.37%+100.0pp |
| Employer contribution / active EE | $27,000 | $5,246+414.7% | $4,816+460.7% | $4,742+469.4% |
| Participant deferral / active EE | $24,000 | $7,801+207.7% | $7,448+222.2% | $6,401+274.9% |
| Admin fee / account holder | $7 | $11,570-99.9% | $10,009-99.9% | $11,431-99.9% |