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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 | $263,010 | $99,668+163.9% | $86,451+204.2% | $134,545+95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.68% | 6789.61%-6804.3pp | 4398.51%-4413.2pp | 418.37%-433.0pp |
| Employer contribution / active EE | $6,847 | $4,403+55.5% | $3,770+81.6% | $4,742+44.4% |
| Participant deferral / active EE | $16,983 | $7,249+134.3% | $6,953+144.3% | $6,401+165.3% |
| Admin fee / account holder | $212 | $8,377-97.5% | $6,734-96.9% | $11,431-98.1% |