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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 | $348,644 | $99,668+249.8% | $86,451+303.3% | $134,545+159.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.91% | 6789.61%-6802.5pp | 4398.51%-4411.4pp | 418.37%-431.3pp |
| Employer contribution / active EE | $28,338 | $4,403+543.6% | $3,770+651.7% | $4,742+497.7% |
| Participant deferral / active EE | $18,481 | $7,249+154.9% | $6,953+165.8% | $6,401+188.7% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |