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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 | $2,577,636 | $169,356+1422.0% | $129,406+1891.9% | $145,897+1666.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.74% | 14418.62%-14400.9pp | 9468.18%-9450.4pp | 552.29%-534.5pp |
| Employer contribution / active EE | $32,759 | $5,542+491.1% | $4,155+688.4% | $4,663+602.6% |
| Participant deferral / active EE | $20,333 | $4,987+307.8% | $4,167+387.9% | $6,689+204.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |