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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 | $467,379 | $156,927+197.8% | $121,169+285.7% | $139,456+235.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 19.02% | 1475.85%-1456.8pp | 986.71%-967.7pp | 373.45%-354.4pp |
| Employer contribution / active EE | $17,250 | $5,542+211.3% | $4,168+313.9% | $4,753+263.0% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |