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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 | $852,969 | $135,379+530.1% | $426,969+99.8% | $135,379+530.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 83.3%+16.7pp | 82.6%+17.4pp |
| Annual return | -3.43% | 519.79%-523.2pp | -7.71%+4.3pp | 519.79%-523.2pp |
| Employer contribution / active EE | $30,750 | $4,779+543.5% | $15,734+95.4% | $4,779+543.5% |
| Participant deferral / active EE | $0 | $5,609-100.0% | $4,479-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,828-100.0% | $7,874-100.0% | $10,828-100.0% |