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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 | $10,000,754 | $105,149+9411.0% | $94,659+10465.1% | $139,427+7072.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 233.36% | 38.04%+195.3pp | 156.75%+76.6pp | 373.27%-139.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,673-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $7,600-100.0% | $7,419-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,986-100.0% | $7,232-100.0% | $11,404-100.0% |