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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 | $99,647+249.9% | $86,439+303.3% | $134,509+159.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.91% | 6784.13%-6797.0pp | 4395.55%-4408.5pp | 418.13%-431.0pp |
| Employer contribution / active EE | $28,338 | $4,401+543.9% | $3,769+651.9% | $4,741+497.8% |
| Participant deferral / active EE | $18,481 | $7,246+155.0% | $6,952+165.9% | $6,400+188.8% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |