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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 | $290,986 | $97,729+197.7% | $83,830+247.1% | $135,379+114.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.60% | 1287.52%-1295.1pp | 850.97%-858.6pp | 519.79%-527.4pp |
| Employer contribution / active EE | $3,680 | $4,222-12.8% | $3,631+1.3% | $4,779-23.0% |
| Participant deferral / active EE | $14,110 | $4,683+201.3% | $4,082+245.7% | $5,609+151.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |