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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 | $492,681 | $92,743+431.2% | $82,744+495.4% | $134,532+266.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -15.04% | 946.63%-961.7pp | 702.22%-717.3pp | 418.27%-433.3pp |
| Employer contribution / active EE | $11,527 | $3,273+252.2% | $3,008+283.2% | $4,741+143.1% |
| Participant deferral / active EE | $11,527 | $4,802+140.1% | $4,395+162.3% | $6,401+80.1% |
| Admin fee / account holder | $60 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |