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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 | $312,164 | $124,175+151.4% | $108,405+188.0% | $167,553+86.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 16.56% | 1380.13%-1363.6pp | 905.55%-889.0pp | 478.89%-462.3pp |
| Employer contribution / active EE | $20,125 | $4,188+380.6% | $3,559+465.5% | $4,840+315.8% |
| Participant deferral / active EE | $20,374 | $6,908+194.9% | $6,563+210.4% | $6,343+221.2% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,316-100.0% |