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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 | $878,813 | $135,645+547.9% | $110,243+697.2% | $135,380+549.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.73% | 513.24%-509.5pp | 314.76%-311.0pp | 519.81%-516.1pp |
| Employer contribution / active EE | $43,750 | $4,907+791.6% | $3,827+1043.3% | $4,779+815.5% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5 | $11,458-100.0% | $8,548-99.9% | $10,828-100.0% |