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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 | $304,464 | $171,867+77.2% | $149,721+103.4% | $147,586+106.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 34.38% | 2113.36%-2079.0pp | 1501.67%-1467.3pp | 578.59%-544.2pp |
| Employer contribution / active EE | $16,066 | $6,275+156.0% | $5,444+195.1% | $4,876+229.5% |
| Participant deferral / active EE | $11,025 | $7,270+51.6% | $6,568+67.8% | $5,439+102.7% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |