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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 | $673,043 | $106,557+531.6% | $91,227+637.8% | $134,545+400.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.43% | 160.81%-177.2pp | 114.14%-130.6pp | 418.37%-434.8pp |
| Employer contribution / active EE | $17,590 | $3,332+427.9% | $2,851+516.9% | $4,742+271.0% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |