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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 | $806,971 | $202,342+298.8% | $172,753+367.1% | $152,909+427.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.87% | 1029.88%-1013.0pp | 803.00%-786.1pp | 345.46%-328.6pp |
| Employer contribution / active EE | $25,411 | $5,857+333.8% | $5,144+394.0% | $4,764+433.4% |
| Participant deferral / active EE | $10,850 | $5,948+82.4% | $5,198+108.7% | $5,851+85.4% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |