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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 | $2,460,299 | $202,342+1115.9% | $172,753+1324.2% | $152,909+1509.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.19% | 1029.88%-1004.7pp | 803.00%-777.8pp | 345.46%-320.3pp |
| Employer contribution / active EE | $35,603 | $5,857+507.8% | $5,144+592.1% | $4,764+647.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $17,112-99.9% | $13,956-99.9% | $11,601-99.8% |