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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 | $439,971 | $154,145+185.4% | $130,014+238.4% | $139,427+215.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 686.39% | 32.49%+653.9pp | -137.22%+823.6pp | 373.27%+313.1pp |
| Employer contribution / active EE | $40,276 | $5,290+661.3% | $4,320+832.2% | $4,752+747.6% |
| Participant deferral / active EE | $22,500 | $6,711+235.3% | $5,821+286.6% | $6,711+235.3% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |