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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 | $919,607 | $150,447+511.2% | $136,298+574.7% | $147,586+523.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.55% | 1049.15%-1034.6pp | 5156.27%-5141.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $17,755 | $5,256+237.8% | $4,696+278.1% | $4,876+264.1% |
| Participant deferral / active EE | $15,825 | $6,631+138.7% | $6,247+153.3% | $5,439+191.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |