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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 | $514,158 | $99,668+415.9% | $86,451+494.7% | $134,545+282.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.63% | 6789.61%-6804.2pp | 4398.51%-4413.1pp | 418.37%-433.0pp |
| Employer contribution / active EE | $13,303 | $4,403+202.2% | $3,770+252.9% | $4,742+180.6% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |