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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 | $935,271 | $92,684+909.1% | $82,706+1030.8% | $134,509+595.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.30% | 945.84%-961.1pp | 701.76%-717.1pp | 418.13%-433.4pp |
| Employer contribution / active EE | $27,500 | $3,272+740.5% | $3,007+814.4% | $4,741+480.1% |
| Participant deferral / active EE | $27,500 | $4,800+472.9% | $4,394+525.9% | $6,400+329.7% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |