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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 | $624,196 | $180,749+245.3% | $160,784+288.2% | $137,256+354.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 23.67% | 2234.46%-2210.8pp | 1803.92%-1780.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $7,500 | $4,155+80.5% | $3,733+100.9% | $4,156+80.5% |
| Participant deferral / active EE | $23,500 | $6,844+243.4% | $6,293+273.4% | $6,407+266.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |