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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 | $505,454 | $67,823+645.2% | $52,425+864.2% | $137,256+268.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 92.72% | 219.11%-126.4pp | 302.12%-209.4pp | 220.34%-127.6pp |
| Employer contribution / active EE | $1,365 | $1,163+17.3% | $914+49.3% | $4,156-67.2% |
| Participant deferral / active EE | $10,687 | $2,288+367.1% | $1,790+496.9% | $6,407+66.8% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |