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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 | $289,919 | $145,897+98.7% | $363,216-20.2% | $145,897+98.7% |
| Participation rate | 100.0% | 80.3%+19.7pp | 83.3%+16.7pp | 80.3%+19.7pp |
| Annual return | 11.57% | 552.29%-540.7pp | 10.15%+1.4pp | 552.29%-540.7pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $10,000-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,689-100.0% | $2,783-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,390-100.0% | $7,750-100.0% | $13,390-100.0% |