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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 | $684,560 | $180,749+278.7% | $160,784+325.8% | $137,256+398.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.68% | 2234.46%-2217.8pp | 1803.92%-1787.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,619 | $4,155+11.2% | $3,733+23.7% | $4,156+11.1% |
| Participant deferral / active EE | $16,196 | $6,844+136.6% | $6,293+157.4% | $6,407+152.8% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |