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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 | $337,854 | $150,442+124.6% | $136,295+147.9% | $147,585+128.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 23.33% | 1049.09%-1025.8pp | 5155.97%-5132.6pp | 578.56%-555.2pp |
| Employer contribution / active EE | $4,497 | $5,256-14.4% | $4,695-4.2% | $4,876-7.8% |
| Participant deferral / active EE | $9,714 | $6,630+46.5% | $6,247+55.5% | $5,439+78.6% |
| Admin fee / account holder | $142 | $10,905-98.7% | $9,243-98.5% | $10,885-98.7% |