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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 | $256,384 | $97,759+162.3% | $83,849+205.8% | $135,377+89.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.94% | 1287.41%-1278.5pp | 850.91%-842.0pp | 519.75%-510.8pp |
| Employer contribution / active EE | $6,833 | $4,222+61.9% | $3,631+88.2% | $4,779+43.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,828-100.0% |