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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 | $353,052 | $202,345+74.5% | $172,755+104.4% | $152,885+130.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.81% | 1029.77%-1013.0pp | 802.94%-786.1pp | 345.39%-328.6pp |
| Employer contribution / active EE | $11,003 | $5,858+87.8% | $5,144+113.9% | $4,763+131.0% |
| Participant deferral / active EE | $16,419 | $5,948+176.0% | $5,198+215.9% | $5,851+180.6% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |