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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 | $2,250,096 | $96,388+2234.4% | $80,627+2690.8% | $139,466+1513.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 1399.14% | 1352.08%+47.1pp | 936.76%+462.4pp | 373.66%+1025.5pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,443-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |