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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 | $331,397 | $99,647+232.6% | $86,439+283.4% | $134,493+146.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.86% | 6784.13%-6803.0pp | 4395.55%-4414.4pp | 418.01%-436.9pp |
| Employer contribution / active EE | $3,680 | $4,401-16.4% | $3,769-2.4% | $4,740-22.4% |
| Participant deferral / active EE | $13,667 | $7,246+88.6% | $6,952+96.6% | $6,400+113.5% |
| Admin fee / account holder | $20 | $8,373-99.8% | $6,732-99.7% | $11,425-99.8% |