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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 | $1,885,163 | $211,224+792.5% | $178,505+956.1% | $145,897+1192.1% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 385.55% | 30.28%+355.3pp | 27.16%+358.4pp | 552.29%-166.7pp |
| Employer contribution / active EE | $45,188 | $4,577+887.4% | $3,955+1042.5% | $4,663+869.2% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |