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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 | $281,554 | $97,759+188.0% | $83,849+235.8% | $135,377+108.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 22.03% | 1287.41%-1265.4pp | 850.91%-828.9pp | 519.75%-497.7pp |
| Employer contribution / active EE | $14,199 | $4,222+236.3% | $3,631+291.1% | $4,779+197.1% |
| Participant deferral / active EE | $11,190 | $4,682+139.0% | $4,082+174.2% | $5,609+99.5% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,828-100.0% |