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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 | $559,185 | $169,356+230.2% | $129,406+332.1% | $145,897+283.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.56% | 14418.62%-14402.1pp | 9468.18%-9451.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $24,593 | $5,542+343.8% | $4,155+491.9% | $4,663+427.5% |
| Participant deferral / active EE | $18,535 | $4,987+271.7% | $4,167+344.8% | $6,689+177.1% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |