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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 | $349,313 | $185,199+88.6% | $142,874+144.5% | $167,518+108.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 13.49% | 8556.90%-8543.4pp | 5638.58%-5625.1pp | 478.71%-465.2pp |
| Employer contribution / active EE | $21,429 | $5,606+282.2% | $4,145+417.0% | $4,838+342.9% |
| Participant deferral / active EE | $15,700 | $4,495+249.3% | $3,838+309.1% | $6,342+147.6% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |