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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 | $470,353 | $202,326+132.5% | $172,745+172.3% | $152,870+207.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.73% | 1029.72%-1014.0pp | 802.90%-787.2pp | 345.34%-329.6pp |
| Employer contribution / active EE | $6,982 | $5,858+19.2% | $5,144+35.7% | $4,763+46.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $17,110-100.0% | $13,954-100.0% | $11,597-100.0% |