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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 | $779,546 | $84,685+820.5% | $73,836+955.8% | $125,389+521.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 3123.80%-3123.8pp | 2268.06%-2268.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $20,083 | $3,123+543.0% | $2,787+620.5% | $4,866+312.7% |
| Participant deferral / active EE | $4,417 | $3,993+10.6% | $3,583+23.3% | $5,352-17.5% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |