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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 | $483,183 | $92,743+421.0% | $82,744+484.0% | $134,532+259.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.67% | 946.63%-958.3pp | 702.22%-713.9pp | 418.27%-429.9pp |
| Employer contribution / active EE | $36,518 | $3,273+1015.8% | $3,008+1114.0% | $4,741+670.2% |
| Participant deferral / active EE | $13,667 | $4,802+184.6% | $4,395+211.0% | $6,401+113.5% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |