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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 | $257,579 | $90,606+184.3% | $79,466+224.1% | $135,379+90.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.27% | 977.69%-980.0pp | 718.28%-720.5pp | 519.79%-522.1pp |
| Employer contribution / active EE | $11,271 | $3,068+267.4% | $2,800+302.5% | $4,779+135.8% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $50 | $5,895-99.2% | $5,104-99.0% | $10,828-99.5% |