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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 | $312,976 | $84,685+269.6% | $73,836+323.9% | $125,389+149.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.62% | 3123.80%-3122.2pp | 2268.06%-2266.4pp | 282.24%-280.6pp |
| Employer contribution / active EE | $14,025 | $3,123+349.0% | $2,787+403.1% | $4,866+188.2% |
| Participant deferral / active EE | $5,500 | $3,993+37.8% | $3,583+53.5% | $5,352+2.8% |
| Admin fee / account holder | $8 | $5,694-99.9% | $4,882-99.8% | $9,541-99.9% |