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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 | $358,227 | $228,395+56.8% | $185,861+92.7% | $158,982+125.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1931.23% | 40.82%+1890.4pp | 35.96%+1895.3pp | 302.99%+1628.2pp |
| Employer contribution / active EE | $4,285 | $4,968-13.7% | $4,088+4.8% | $4,763-10.0% |
| Participant deferral / active EE | $11,667 | $6,417+81.8% | $5,634+107.1% | $5,983+95.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |