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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 | $252,871 | $97,761+158.7% | $83,850+201.6% | $135,382+86.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -4.46% | 1287.44%-1291.9pp | 850.92%-855.4pp | 519.77%-524.2pp |
| Employer contribution / active EE | $13,333 | $4,222+215.8% | $3,631+267.2% | $4,779+179.0% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $82 | $6,674-98.8% | $5,478-98.5% | $10,829-99.2% |