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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 | $451,751 | $88,778+408.9% | $81,844+452.0% | $145,884+209.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.80% | 1033.03%-1017.2pp | 778.87%-763.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $12,000 | $3,087+288.7% | $2,916+311.5% | $4,662+157.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |