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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 | $441,533 | $109,872+301.9% | $98,483+348.3% | $167,536+163.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.66% | 1959.31%-1948.6pp | 1494.38%-1483.7pp | 478.82%-468.2pp |
| Employer contribution / active EE | $17,849 | $3,225+453.4% | $2,961+502.9% | $4,839+268.9% |
| Participant deferral / active EE | $17,849 | $4,673+281.9% | $4,276+317.4% | $6,342+181.4% |
| Admin fee / account holder | $60 | $6,757-99.1% | $5,953-99.0% | $12,315-99.5% |