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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 | $384,189 | $88,778+332.8% | $81,844+369.4% | $145,884+163.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.09% | 1033.03%-1012.9pp | 778.87%-758.8pp | 551.85%-531.8pp |
| Employer contribution / active EE | $17,000 | $3,087+450.7% | $2,916+482.9% | $4,662+264.6% |
| Participant deferral / active EE | $23,000 | $4,648+394.8% | $4,323+432.0% | $6,690+243.8% |
| Admin fee / account holder | $80 | $8,430-99.1% | $7,355-98.9% | $13,392-99.4% |