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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 | $354,919 | $92,766+282.6% | $82,763+328.8% | $134,545+163.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.67% | 946.97%-959.6pp | 702.45%-715.1pp | 418.37%-431.0pp |
| Employer contribution / active EE | $10,285 | $3,273+214.2% | $3,008+241.9% | $4,742+116.9% |
| Participant deferral / active EE | $16,893 | $4,802+251.8% | $4,395+284.4% | $6,401+163.9% |
| Admin fee / account holder | $148 | $5,978-97.5% | $5,325-97.2% | $11,431-98.7% |