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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 | $556,766 | $84,628+557.9% | $61,501+805.3% | $134,545+313.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -6.42% | 585.61%-592.0pp | 339.04%-345.5pp | 418.37%-424.8pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,160-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $2,819-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |