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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 | $300,646 | $150,447+99.8% | $136,298+120.6% | $147,586+103.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 21.01% | 1049.15%-1028.1pp | 5156.27%-5135.3pp | 578.59%-557.6pp |
| Employer contribution / active EE | $3,318 | $5,256-36.9% | $4,696-29.3% | $4,876-32.0% |
| Participant deferral / active EE | $10,755 | $6,631+62.2% | $6,247+72.2% | $5,439+97.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |