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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 | $375,414 | $90,607+314.3% | $79,467+372.4% | $135,380+177.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.06% | 977.74%-981.8pp | 718.30%-722.4pp | 519.81%-523.9pp |
| Employer contribution / active EE | $6,429 | $3,068+109.6% | $2,800+129.6% | $4,779+34.5% |
| Participant deferral / active EE | $22,206 | $4,050+448.2% | $3,704+499.5% | $5,609+295.9% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |