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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 | $256,390 | $92,684+176.6% | $82,706+210.0% | $134,509+90.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.05% | 945.84%-962.9pp | 701.76%-718.8pp | 418.13%-435.2pp |
| Employer contribution / active EE | $9,531 | $3,272+191.3% | $3,007+216.9% | $4,741+101.1% |
| Participant deferral / active EE | $6,391 | $4,800+33.1% | $4,394+45.5% | $6,400-0.1% |
| Admin fee / account holder | $262 | $5,982-95.6% | $5,329-95.1% | $11,427-97.7% |