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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 | $618,896 | $198,457+211.9% | $170,435+263.1% | $147,586+319.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.24% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $30,683 | $6,183+396.2% | $5,432+464.8% | $4,876+529.2% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $24 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |