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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 | $497,257 | $96,691+414.3% | $86,656+473.8% | $139,487+256.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.28% | 106.87%-90.6pp | 593.09%-576.8pp | 373.84%-357.6pp |
| Employer contribution / active EE | $17,050 | $3,267+421.9% | $3,025+463.5% | $4,755+258.6% |
| Participant deferral / active EE | $17,717 | $4,838+266.2% | $4,439+299.1% | $6,713+163.9% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |