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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 | $1,049,208 | $209,874+399.9% | $189,537+453.6% | $167,536+526.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 0.00% | 748.61%-748.6pp | 555.34%-555.3pp | 478.82%-478.8pp |
| Employer contribution / active EE | $14,618 | $6,913+111.5% | $6,161+137.3% | $4,839+202.1% |
| Participant deferral / active EE | $8,667 | $8,934-3.0% | $8,220+5.4% | $6,342+36.6% |
| Admin fee / account holder | $0 | $14,299-100.0% | $12,048-100.0% | $12,315-100.0% |