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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 | $346,834 | $111,814+210.2% | $93,654+270.3% | $145,959+137.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.11% | 203.30%-191.2pp | 133.34%-121.2pp | 561.95%-549.8pp |
| Employer contribution / active EE | $13,525 | $3,092+337.5% | $2,421+458.7% | $4,661+190.2% |
| Participant deferral / active EE | $7,625 | $4,914+55.2% | $4,413+72.8% | $6,689+14.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |