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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 | $883,850 | $88,585+897.7% | $69,884+1164.7% | $134,532+557.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -3.85% | 442.80%-446.6pp | 190.81%-194.7pp | 418.27%-422.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $24,000 | $4,770+403.2% | $3,848+523.7% | $6,401+274.9% |
| Admin fee / account holder | $11 | $10,441-99.9% | $6,266-99.8% | $11,429-99.9% |