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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 | $432,946 | $190,843+126.9% | $159,981+170.6% | $134,493+221.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -20.20% | 552.37%-572.6pp | 408.70%-428.9pp | 418.01%-438.2pp |
| Employer contribution / active EE | $14,300 | $4,993+186.4% | $4,224+238.5% | $4,740+201.7% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,475-100.0% | $8,700-100.0% | $11,425-100.0% |