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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 | $262,725 | $97,732+168.8% | $83,831+213.4% | $135,380+94.1% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -8.00% | 1287.56%-1295.6pp | 850.99%-859.0pp | 519.81%-527.8pp |
| Employer contribution / active EE | $11,346 | $4,222+168.7% | $3,631+212.5% | $4,779+137.4% |
| Participant deferral / active EE | $9,113 | $4,683+94.6% | $4,082+123.3% | $5,609+62.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |