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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 | $1,090,816 | $169,161+544.8% | $129,295+743.7% | $145,959+647.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.45% | 14348.07%-14326.6pp | 9429.28%-9407.8pp | 561.95%-540.5pp |
| Employer contribution / active EE | $25,876 | $5,543+366.8% | $4,157+522.5% | $4,661+455.2% |
| Participant deferral / active EE | $18,505 | $4,989+270.9% | $4,169+343.8% | $6,689+176.7% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |