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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 | $1,586,748 | $185,312+756.3% | $161,489+882.6% | $154,746+925.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 7979.63% | 103.84%+7875.8pp | 89.72%+7889.9pp | 172.34%+7807.3pp |
| Employer contribution / active EE | $6,177 | $4,769+29.5% | $4,268+44.7% | $4,379+41.0% |
| Participant deferral / active EE | $11,750 | $6,350+85.0% | $5,630+108.7% | $6,730+74.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |