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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 | $268,676 | $84,685+217.3% | $73,836+263.9% | $125,389+114.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.90% | 3123.80%-3122.9pp | 2268.06%-2267.2pp | 282.24%-281.3pp |
| Employer contribution / active EE | $5,705 | $3,123+82.6% | $2,787+104.7% | $4,866+17.2% |
| Participant deferral / active EE | $17,678 | $3,993+342.8% | $3,583+393.4% | $5,352+230.3% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |