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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 | $422,339 | $97,729+332.2% | $83,830+403.8% | $135,379+212.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.36% | 1287.52%-1287.2pp | 850.97%-850.6pp | 519.79%-519.4pp |
| Employer contribution / active EE | $29,251 | $4,222+592.8% | $3,631+705.6% | $4,779+512.1% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $53 | $6,674-99.2% | $5,479-99.0% | $10,828-99.5% |