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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 | $509,609 | $90,691+461.9% | $76,119+569.5% | $145,884+249.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.02% | 624.52%-615.5pp | 361.25%-352.2pp | 551.85%-542.8pp |
| Employer contribution / active EE | $17,412 | $3,329+423.1% | $2,693+546.6% | $4,662+273.5% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $272 | $8,383-96.8% | $6,421-95.8% | $13,392-98.0% |