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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 | $339,772 | $88,603+283.5% | $69,890+386.2% | $134,545+152.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -16.40% | 442.93%-459.3pp | 190.84%-207.2pp | 418.37%-434.8pp |
| Employer contribution / active EE | $11,308 | $3,236+249.5% | $2,560+341.7% | $4,742+138.5% |
| Participant deferral / active EE | $4,500 | $4,771-5.7% | $3,848+16.9% | $6,401-29.7% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |