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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 | $1,957,229 | $103,008+1800.1% | $90,304+2067.4% | $152,897+1180.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 246.39% | 95.22%+151.2pp | 78.13%+168.3pp | 345.43%-99.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25 | $6,175-99.6% | $5,354-99.5% | $11,599-99.8% |