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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 | $99,668+232.5% | $86,451+283.3% | $134,545+146.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.86% | 6789.61%-6808.5pp | 4398.51%-4417.4pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,680 | $4,403-16.4% | $3,770-2.4% | $4,742-22.4% |
| Participant deferral / active EE | $13,667 | $7,249+88.5% | $6,953+96.6% | $6,401+113.5% |
| Admin fee / account holder | $20 | $8,377-99.8% | $6,734-99.7% | $11,431-99.8% |