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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 | $359,810 | $150,442+139.2% | $136,295+164.0% | $147,585+143.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 0.00% | 1049.09%-1049.1pp | 5155.97%-5156.0pp | 578.56%-578.6pp |
| Employer contribution / active EE | $12,817 | $5,256+143.8% | $4,695+173.0% | $4,876+162.8% |
| Participant deferral / active EE | $7,924 | $6,630+19.5% | $6,247+26.8% | $5,439+45.7% |
| Admin fee / account holder | $5 | $10,905-100.0% | $9,243-99.9% | $10,885-100.0% |