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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 | $275,845 | $92,743+197.4% | $82,744+233.4% | $134,532+105.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.33% | 946.63%-967.0pp | 702.22%-722.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $15,067 | $3,273+360.4% | $3,008+400.9% | $4,741+217.8% |
| Participant deferral / active EE | $20,370 | $4,802+324.2% | $4,395+363.5% | $6,401+218.2% |
| Admin fee / account holder | $60 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |