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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 | $405,221 | $92,766+336.8% | $82,763+389.6% | $134,545+201.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.45% | 946.97%-961.4pp | 702.45%-716.9pp | 418.37%-432.8pp |
| Employer contribution / active EE | $29,083 | $3,273+788.6% | $3,008+866.8% | $4,742+513.4% |
| Participant deferral / active EE | $16,428 | $4,802+242.1% | $4,395+273.8% | $6,401+156.6% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |