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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 | $387,038 | $104,106+271.8% | $71,086+444.5% | $135,382+185.9% |
| Participation rate | 75.0% | 65.7%+9.3pp | 54.7%+20.3pp | 82.6%-7.6pp |
| Annual return | -2.01% | 1256.30%-1258.3pp | 650.59%-652.6pp | 519.77%-521.8pp |
| Employer contribution / active EE | $784 | $1,485-47.2% | $1,088-28.0% | $4,779-83.6% |
| Participant deferral / active EE | $0 | $2,527-100.0% | $1,874-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |