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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 | $377,584 | $84,628+346.2% | $61,501+513.9% | $134,545+180.6% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -14.82% | 585.61%-600.4pp | 339.04%-353.9pp | 418.37%-433.2pp |
| Employer contribution / active EE | $1,564 | $1,545+1.2% | $1,160+34.8% | $4,742-67.0% |
| Participant deferral / active EE | $1,032 | $2,819-63.4% | $2,125-51.4% | $6,401-83.9% |
| Admin fee / account holder | $62 | $2,587-97.6% | $2,132-97.1% | $11,431-99.5% |