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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 | $662,997 | $100,895+557.1% | $90,430+633.2% | $158,950+317.1% |
| Participation rate | 0.0% | 75.0%-75.0pp | 72.7%-72.7pp | 82.0%-82.0pp |
| Annual return | 27.66% | 1725.54%-1697.9pp | 1293.73%-1266.1pp | 302.91%-275.3pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $7 | $6,505-99.9% | $5,613-99.9% | $11,248-99.9% |