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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 | $654,812 | $165,399+295.9% | $149,745+337.3% | $158,982+311.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 161.28% | 348.34%-187.1pp | 276.72%-115.4pp | 302.99%-141.7pp |
| Employer contribution / active EE | $22,205 | $5,105+335.0% | $4,646+378.0% | $4,763+366.2% |
| Participant deferral / active EE | $27,167 | $7,183+278.2% | $6,843+297.0% | $5,983+354.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |