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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 | $973,008 | $173,397+461.1% | $135,987+615.5% | $145,877+567.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 22.85% | 1166.18%-1143.3pp | 580.01%-557.2pp | 551.28%-528.4pp |
| Employer contribution / active EE | $9,946 | $5,281+88.3% | $4,214+136.0% | $4,663+113.3% |
| Participant deferral / active EE | $22,456 | $8,710+157.8% | $7,027+219.6% | $6,691+235.6% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,402-100.0% |