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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 | $433,873 | $169,336+156.2% | $129,384+235.3% | $145,884+197.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.46% | 14408.70%-14395.2pp | 9461.77%-9448.3pp | 551.85%-538.4pp |
| Employer contribution / active EE | $17,776 | $5,540+220.9% | $4,153+328.0% | $4,662+281.3% |
| Participant deferral / active EE | $31,200 | $4,985+525.9% | $4,166+649.0% | $6,690+366.4% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |