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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 | $309,124 | $92,684+233.5% | $82,706+273.8% | $134,509+129.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.54% | 945.84%-964.4pp | 701.76%-720.3pp | 418.13%-436.7pp |
| Employer contribution / active EE | $32,612 | $3,272+896.8% | $3,007+984.4% | $4,741+587.9% |
| Participant deferral / active EE | $18,479 | $4,800+285.0% | $4,394+320.6% | $6,400+188.7% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |