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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 | $361,818 | $144,130+151.0% | $117,861+207.0% | $147,586+145.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 0.00% | 531.20%-531.2pp | 335.11%-335.1pp | 578.59%-578.6pp |
| Employer contribution / active EE | $5,966 | $4,897+21.8% | $3,786+57.6% | $4,876+22.3% |
| Participant deferral / active EE | $15,091 | $5,316+183.9% | $4,482+236.7% | $5,439+177.5% |
| Admin fee / account holder | $221 | $10,887-98.0% | $8,021-97.2% | $10,886-98.0% |