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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 | $271,297 | $84,685+220.4% | $73,836+267.4% | $125,389+116.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.28% | 3123.80%-3125.1pp | 2268.06%-2269.3pp | 282.24%-283.5pp |
| Employer contribution / active EE | $9,055 | $3,123+189.9% | $2,787+224.9% | $4,866+86.1% |
| Participant deferral / active EE | $11,354 | $3,993+184.4% | $3,583+216.9% | $5,352+112.2% |
| Admin fee / account holder | $18 | $5,694-99.7% | $4,882-99.6% | $9,541-99.8% |