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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 | $489,407 | $124,175+294.1% | $108,405+351.5% | $167,536+192.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.13% | 1380.13%-1367.0pp | 905.55%-892.4pp | 478.82%-465.7pp |
| Employer contribution / active EE | $22,690 | $4,188+441.8% | $3,559+537.5% | $4,839+368.9% |
| Participant deferral / active EE | $13,000 | $6,908+88.2% | $6,563+98.1% | $6,342+105.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |