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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 | $350,534 | $76,608+357.6% | $56,077+525.1% | $145,877+140.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 322.28% | 3009.59%-2687.3pp | 1709.28%-1387.0pp | 551.28%-229.0pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,954-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2 | $3,325-100.0% | $2,825-99.9% | $13,402-100.0% |