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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 | $417,940 | $138,076+202.7% | $123,553+238.3% | $135,380+208.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.65% | 153.70%-160.3pp | 119.21%-125.9pp | 519.81%-526.5pp |
| Employer contribution / active EE | $31,319 | $5,152+507.9% | $4,628+576.7% | $4,779+555.4% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |