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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 | $445,886 | $148,629+200.0% | $135,982+227.9% | $139,487+219.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 7195.70% | 79.33%+7116.4pp | 68.32%+7127.4pp | 373.84%+6821.9pp |
| Employer contribution / active EE | $6,865 | $5,247+30.8% | $4,859+41.3% | $4,755+44.4% |
| Participant deferral / active EE | $9,450 | $8,102+16.6% | $7,760+21.8% | $6,713+40.8% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |