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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 | $284,275 | $84,628+235.9% | $61,501+362.2% | $134,545+111.3% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.10% | 585.61%-601.7pp | 339.04%-355.1pp | 418.37%-434.5pp |
| Employer contribution / active EE | $14,205 | $1,545+819.6% | $1,160+1124.9% | $4,742+199.6% |
| Participant deferral / active EE | $13,711 | $2,819+386.5% | $2,125+545.3% | $6,401+114.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,132-100.0% | $11,431-100.0% |