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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 | $411,008 | $90,607+353.6% | $79,467+417.2% | $135,380+203.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.39% | 977.74%-982.1pp | 718.30%-722.7pp | 519.81%-524.2pp |
| Employer contribution / active EE | $13,221 | $3,068+331.0% | $2,800+372.1% | $4,779+176.6% |
| Participant deferral / active EE | $4,500 | $4,050+11.1% | $3,704+21.5% | $5,609-19.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |