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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 | $889,489 | $234,190+279.8% | $180,320+393.3% | $198,609+347.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 300.65% | 1057.44%-756.8pp | 778.54%-477.9pp | 202.70%+98.0pp |
| Employer contribution / active EE | $5,433 | $5,258+3.3% | $4,108+32.3% | $5,055+7.5% |
| Participant deferral / active EE | $4,349 | $4,988-12.8% | $4,304+1.0% | $6,977-37.7% |
| Admin fee / account holder | $50 | $12,558-99.6% | $10,000-99.5% | $19,030-99.7% |