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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 | $396,161 | $99,647+297.6% | $86,439+358.3% | $134,509+194.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.75% | 6784.13%-6797.9pp | 4395.55%-4409.3pp | 418.13%-431.9pp |
| Employer contribution / active EE | $22,743 | $4,401+416.8% | $3,769+503.4% | $4,741+379.7% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |