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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 | $764,914 | $109,872+596.2% | $98,483+676.7% | $167,536+356.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 24.28% | 1959.31%-1935.0pp | 1494.38%-1470.1pp | 478.82%-454.5pp |
| Employer contribution / active EE | $13,200 | $3,225+309.3% | $2,961+345.8% | $4,839+172.8% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |