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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 | $271,688 | $92,766+192.9% | $82,763+228.3% | $134,545+101.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.96% | 946.97%-958.9pp | 702.45%-714.4pp | 418.37%-430.3pp |
| Employer contribution / active EE | $5,575 | $3,273+70.3% | $3,008+85.3% | $4,742+17.6% |
| Participant deferral / active EE | $1,615 | $4,802-66.4% | $4,395-63.3% | $6,401-74.8% |
| Admin fee / account holder | $19 | $5,978-99.7% | $5,325-99.6% | $11,431-99.8% |