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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 | $296,153 | $56,682+422.5% | - | $135,379+118.8% |
| Participation rate | 100.0% | 68.0%+32.0pp | - | 82.6%+17.4pp |
| Annual return | -8.60% | 2615.76%-2624.4pp | - | 519.79%-528.4pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | - | $4,779-100.0% |
| Participant deferral / active EE | $0 | $3,704-100.0% | - | $5,609-100.0% |
| Admin fee / account holder | $0 | $1,580-100.0% | - | $10,828-100.0% |