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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 | $473,350 | $150,442+214.6% | $136,295+247.3% | $147,585+220.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.94% | 1049.09%-1037.2pp | 5155.97%-5144.0pp | 578.56%-566.6pp |
| Employer contribution / active EE | $42,057 | $5,256+700.1% | $4,695+795.7% | $4,876+762.5% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |