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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 | $579,967 | $92,743+525.3% | $82,744+600.9% | $134,532+331.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.32% | 946.63%-966.9pp | 702.22%-722.5pp | 418.27%-438.6pp |
| Employer contribution / active EE | $26,344 | $3,273+705.0% | $3,008+775.8% | $4,741+455.7% |
| Participant deferral / active EE | $12,792 | $4,802+166.4% | $4,395+191.1% | $6,401+99.8% |
| Admin fee / account holder | $60 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |