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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 | $294,804 | $92,766+217.8% | $82,763+256.2% | $134,545+119.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.80% | 946.97%-963.8pp | 702.45%-719.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $4,519 | $3,273+38.1% | $3,008+50.2% | $4,742-4.7% |
| Participant deferral / active EE | $11,942 | $4,802+148.7% | $4,395+171.7% | $6,401+86.6% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |