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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 | $476,396 | $88,778+436.6% | $81,844+482.1% | $145,884+226.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.96% | 1033.03%-1017.1pp | 778.87%-762.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $13,153 | $3,087+326.1% | $2,916+351.0% | $4,662+182.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $123 | $8,430-98.5% | $7,355-98.3% | $13,392-99.1% |