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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 | $865,526 | $171,867+403.6% | $149,721+478.1% | $147,586+486.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.28% | 2113.36%-2092.1pp | 1501.67%-1480.4pp | 578.59%-557.3pp |
| Employer contribution / active EE | $15,482 | $6,275+146.7% | $5,444+184.4% | $4,876+217.5% |
| Participant deferral / active EE | $17,143 | $7,270+135.8% | $6,568+161.0% | $5,439+215.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |