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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 | $288,758 | $92,684+211.6% | $82,706+249.1% | $134,509+114.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.04% | 945.84%-964.9pp | 701.76%-720.8pp | 418.13%-437.2pp |
| Employer contribution / active EE | $13,405 | $3,272+309.7% | $3,007+345.7% | $4,741+182.8% |
| Participant deferral / active EE | $15,873 | $4,800+230.7% | $4,394+261.3% | $6,400+148.0% |
| Admin fee / account holder | $56 | $5,982-99.1% | $5,329-98.9% | $11,427-99.5% |