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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 | $254,197 | $92,766+174.0% | $82,763+207.1% | $134,545+88.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.25% | 946.97%-966.2pp | 702.45%-721.7pp | 418.37%-437.6pp |
| Employer contribution / active EE | $20,604 | $3,273+529.5% | $3,008+584.9% | $4,742+334.5% |
| Participant deferral / active EE | $15,159 | $4,802+215.7% | $4,395+244.9% | $6,401+136.8% |
| Admin fee / account holder | $73 | $5,978-98.8% | $5,325-98.6% | $11,431-99.4% |