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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 | $568,000 | $96,691+487.4% | $86,656+555.5% | $139,487+307.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.89% | 106.87%-87.0pp | 593.09%-573.2pp | 373.84%-354.0pp |
| Employer contribution / active EE | $21,771 | $3,267+566.4% | $3,025+619.6% | $4,755+357.9% |
| Participant deferral / active EE | $0 | $4,838-100.0% | $4,439-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |