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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 | $374,261 | $112,121+233.8% | $95,960+290.0% | $158,966+135.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 4614.14% | 171.16%+4443.0pp | 91.63%+4522.5pp | 302.95%+4311.2pp |
| Employer contribution / active EE | $9,516 | $3,199+197.5% | $2,541+274.5% | $4,762+99.8% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |