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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 | $274,626 | $90,606+203.1% | $79,466+245.6% | $135,379+102.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.21% | 977.69%-981.9pp | 718.28%-722.5pp | 519.79%-524.0pp |
| Employer contribution / active EE | $5,992 | $3,068+95.3% | $2,800+114.0% | $4,779+25.4% |
| Participant deferral / active EE | $11,663 | $4,050+188.0% | $3,704+214.9% | $5,609+107.9% |
| Admin fee / account holder | $25 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |