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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 | $268,789 | $169,237+58.8% | $129,339+107.8% | $145,978+84.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 24.05% | 14364.43%-14340.4pp | 9437.05%-9413.0pp | 550.52%-526.5pp |
| Employer contribution / active EE | $20,700 | $5,540+273.6% | $4,154+398.3% | $4,662+344.0% |
| Participant deferral / active EE | $23,000 | $4,991+360.8% | $4,170+451.6% | $6,690+243.8% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |