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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 | $443,018 | $101,283+337.4% | $75,826+484.3% | $135,380+227.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 68.2%+31.8pp | 82.6%+17.4pp |
| Annual return | 3.64% | 3384.62%-3381.0pp | 1914.15%-1910.5pp | 519.81%-516.2pp |
| Employer contribution / active EE | $6,667 | $2,382+179.9% | $1,913+248.4% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $2,862-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,539-100.0% | $4,726-100.0% | $10,828-100.0% |