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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 | $933,317 | $92,684+907.0% | $82,706+1028.5% | $134,509+593.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.12% | 945.84%-958.0pp | 701.76%-713.9pp | 418.13%-430.3pp |
| Employer contribution / active EE | $10,781 | $3,272+229.5% | $3,007+258.5% | $4,741+127.4% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |