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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 | $384,579 | $150,445+155.6% | $136,297+182.2% | $147,585+160.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.98% | 1049.14%-1034.2pp | 5156.16%-5141.2pp | 578.57%-563.6pp |
| Employer contribution / active EE | $11,584 | $5,256+120.4% | $4,696+146.7% | $4,876+137.5% |
| Participant deferral / active EE | $14,383 | $6,631+116.9% | $6,247+130.2% | $5,439+164.5% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,885-100.0% |