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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 | $414,202 | $217,432+90.5% | $185,851+122.9% | $167,553+147.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 211667.42% | 148.43%+211519.0pp | 122.11%+211545.3pp | 478.89%+211188.5pp |
| Employer contribution / active EE | $22,040 | $5,874+275.2% | $5,168+326.4% | $4,840+355.4% |
| Participant deferral / active EE | $17,333 | $6,357+172.7% | $5,569+211.3% | $6,343+173.3% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |