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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 | $274,009 | $150,446+82.1% | $136,297+101.0% | $147,585+85.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.96% | 1049.14%-1033.2pp | 5156.19%-5140.2pp | 578.58%-562.6pp |
| Employer contribution / active EE | $9,354 | $5,256+78.0% | $4,696+99.2% | $4,876+91.8% |
| Participant deferral / active EE | $16,500 | $6,631+148.8% | $6,247+164.1% | $5,439+203.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |