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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 | $399,689 | $99,644+301.1% | $86,438+362.4% | $134,532+197.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.53% | 6787.26%-6798.8pp | 4397.19%-4408.7pp | 418.27%-429.8pp |
| Employer contribution / active EE | $25,462 | $4,402+478.4% | $3,769+575.5% | $4,741+437.1% |
| Participant deferral / active EE | $0 | $7,247-100.0% | $6,952-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |