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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 | $256,363 | $92,766+176.4% | $82,763+209.8% | $134,545+90.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.12% | 946.97%-967.1pp | 702.45%-722.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $12,388 | $3,273+278.5% | $3,008+311.8% | $4,742+161.3% |
| Participant deferral / active EE | $11,814 | $4,802+146.0% | $4,395+168.8% | $6,401+84.6% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |