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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 | $682,563 | $102,663+564.9% | $86,216+691.7% | $139,466+389.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 657.70% | 1924.52%-1266.8pp | 1169.42%-511.7pp | 373.66%+284.0pp |
| Employer contribution / active EE | $4,261 | $3,035+40.4% | $2,382+78.9% | $4,754-10.4% |
| Participant deferral / active EE | $11,617 | $4,677+148.4% | $3,986+191.4% | $6,712+73.1% |
| Admin fee / account holder | $0 | $8,663-100.0% | $6,853-100.0% | $11,409-100.0% |