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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 | $700,990 | $84,464+729.9% | $61,399+1041.7% | $134,509+421.1% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -9.12% | 585.06%-594.2pp | 338.81%-347.9pp | 418.13%-427.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,124-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |