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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 | $276,879 | $152,597+81.4% | $117,533+135.6% | $134,532+105.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.49% | 53.04%-72.5pp | 29.77%-49.3pp | 418.27%-437.8pp |
| Employer contribution / active EE | $0 | $5,576-100.0% | $4,179-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,500 | $4,821+97.1% | $4,072+133.3% | $6,401+48.4% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |