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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 | $364,097 | $202,345+79.9% | $172,755+110.8% | $152,885+138.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 41.29% | 1029.77%-988.5pp | 802.94%-761.7pp | 345.39%-304.1pp |
| Employer contribution / active EE | $3,969 | $5,858-32.2% | $5,144-22.8% | $4,763-16.7% |
| Participant deferral / active EE | $10,088 | $5,948+69.6% | $5,198+94.1% | $5,851+72.4% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |