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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 | $322,645 | $100,938+219.6% | $90,461+256.7% | $158,982+102.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 11.11% | 1727.20%-1716.1pp | 1294.76%-1283.7pp | 302.99%-291.9pp |
| Employer contribution / active EE | $5,257 | $3,691+42.4% | $3,264+61.1% | $4,763+10.4% |
| Participant deferral / active EE | $11,042 | $4,350+153.9% | $3,964+178.5% | $5,983+84.5% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |