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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 | $362,728 | $150,447+141.1% | $136,298+166.1% | $147,586+145.8% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 16.67% | 1049.15%-1032.5pp | 5156.27%-5139.6pp | 578.59%-561.9pp |
| Employer contribution / active EE | $10,246 | $5,256+94.9% | $4,696+118.2% | $4,876+110.1% |
| Participant deferral / active EE | $6,000 | $6,631-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |