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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 | $378,104 | $202,440+86.8% | $169,390+123.2% | $139,466+171.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 532.36%-532.4pp | 406.07%-406.1pp | 373.66%-373.7pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $25,000 | $6,940+260.2% | $6,222+301.8% | $6,712+272.5% |
| Admin fee / account holder | $139 | $10,722-98.7% | $9,015-98.5% | $11,409-98.8% |