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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 | $426,650 | $138,102+208.9% | $125,381+240.3% | $134,532+217.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.00% | 750.73%-750.7pp | 572.31%-572.3pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,913 | $5,245+12.7% | $4,815+22.8% | $4,741+24.7% |
| Participant deferral / active EE | $10,929 | $7,801+40.1% | $7,448+46.7% | $6,401+70.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |