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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 | $309,658 | $92,766+233.8% | $82,763+274.2% | $134,545+130.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -14.69% | 946.97%-961.7pp | 702.45%-717.1pp | 418.37%-433.1pp |
| Employer contribution / active EE | $39,786 | $3,273+1115.6% | $3,008+1222.5% | $4,742+739.1% |
| Participant deferral / active EE | $21,214 | $4,802+341.8% | $4,395+382.7% | $6,401+231.4% |
| Admin fee / account holder | $68 | $5,978-98.9% | $5,325-98.7% | $11,431-99.4% |