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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 | $481,134 | $90,607+431.0% | $79,467+505.5% | $135,380+255.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.23% | 977.74%-980.0pp | 718.30%-720.5pp | 519.81%-522.0pp |
| Employer contribution / active EE | $13,500 | $3,068+340.1% | $2,800+382.1% | $4,779+182.5% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |