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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 | $791,796 | $84,685+835.0% | $73,836+972.4% | $125,389+531.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.74% | 3123.80%-3123.1pp | 2268.06%-2267.3pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,532 | $3,123-18.9% | $2,787-9.2% | $4,866-48.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |