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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 | $530,588 | $84,685+526.5% | $73,836+618.6% | $125,389+323.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -0.79% | 3123.80%-3124.6pp | 2268.06%-2268.8pp | 282.24%-283.0pp |
| Employer contribution / active EE | $15,512 | $3,123+396.6% | $2,787+456.5% | $4,866+218.8% |
| Participant deferral / active EE | $26,577 | $3,993+565.7% | $3,583+641.7% | $5,352+396.6% |
| Admin fee / account holder | $15 | $5,694-99.7% | $4,882-99.7% | $9,541-99.8% |