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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 | $274,197 | $88,603+209.5% | $69,890+292.3% | $134,545+103.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.11% | 442.93%-458.0pp | 190.84%-205.9pp | 418.37%-433.5pp |
| Employer contribution / active EE | $13,619 | $3,236+320.9% | $2,560+431.9% | $4,742+187.2% |
| Participant deferral / active EE | $12,299 | $4,771+157.8% | $3,848+219.6% | $6,401+92.1% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |