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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 | $261,960 | $106,551+145.9% | $91,225+187.2% | $134,532+94.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -10.17% | 160.78%-170.9pp | 114.12%-124.3pp | 418.27%-428.4pp |
| Employer contribution / active EE | $19,667 | $3,331+490.3% | $2,851+589.9% | $4,741+314.8% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,234-100.0% | $5,422-100.0% | $11,429-100.0% |