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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 | $352,431 | $84,551+316.8% | $61,452+473.5% | $134,532+162.0% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -12.06% | 585.39%-597.5pp | 338.96%-351.0pp | 418.27%-430.3pp |
| Employer contribution / active EE | $18,341 | $1,545+1087.3% | $1,160+1481.7% | $4,741+286.8% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |