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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 | $471,734 | $84,685+457.0% | $73,836+538.9% | $125,389+276.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.99% | 3123.80%-3122.8pp | 2268.06%-2267.1pp | 282.24%-281.3pp |
| Employer contribution / active EE | $15,328 | $3,123+390.8% | $2,787+449.9% | $4,866+215.0% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |