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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 | $437,076 | $169,361+158.1% | $129,397+237.8% | $145,877+199.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.37% | 14395.54%-14384.2pp | 9453.98%-9442.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $13,818 | $5,542+149.4% | $4,154+232.6% | $4,663+196.3% |
| Participant deferral / active EE | $19,000 | $4,987+281.0% | $4,167+355.9% | $6,691+184.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |