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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 | $556,007 | $156,963+254.2% | $121,204+358.7% | $139,466+298.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.47% | 1476.75%-1460.3pp | 987.18%-970.7pp | 373.66%-357.2pp |
| Employer contribution / active EE | $40,000 | $5,544+621.4% | $4,170+859.3% | $4,754+741.4% |
| Participant deferral / active EE | $10,000 | $4,848+106.3% | $4,083+144.9% | $6,712+49.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |