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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 | $534,619 | $184,000+190.6% | $162,185+229.6% | $152,909+249.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 15.83% | 150.80%-135.0pp | 115.61%-99.8pp | 345.46%-329.6pp |
| Employer contribution / active EE | $14,814 | $6,370+132.5% | $5,613+163.9% | $4,764+211.0% |
| Participant deferral / active EE | $8,333 | $8,033+3.7% | $7,297+14.2% | $5,851+42.4% |
| Admin fee / account holder | $8 | $13,124-99.9% | $10,844-99.9% | $11,601-99.9% |