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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 | $307,724 | $97,732+214.9% | $83,831+267.1% | $135,380+127.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.60% | 1287.56%-1293.2pp | 850.99%-856.6pp | 519.81%-525.4pp |
| Employer contribution / active EE | $20,186 | $4,222+378.1% | $3,631+455.9% | $4,779+322.4% |
| Participant deferral / active EE | $10,562 | $4,683+125.6% | $4,082+158.8% | $5,609+88.3% |
| Admin fee / account holder | $7 | $6,675-99.9% | $5,479-99.9% | $10,828-99.9% |