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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 | $1,039,505 | $138,078+652.8% | $125,363+729.2% | $134,509+672.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.31% | 750.49%-759.8pp | 572.15%-581.5pp | 418.13%-427.4pp |
| Employer contribution / active EE | $25,000 | $5,245+376.7% | $4,815+419.2% | $4,741+427.4% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |