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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 | $254,433 | $88,596+187.2% | $70,098+263.0% | $134,509+89.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -17.43% | 442.67%-460.1pp | 190.76%-208.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $13,510 | $3,235+317.6% | $2,560+427.7% | $4,741+185.0% |
| Participant deferral / active EE | $10,557 | $4,772+121.2% | $3,849+174.3% | $6,400+64.9% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |