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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 | $382,762 | $84,697+351.9% | $73,845+418.3% | $125,393+205.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.22% | 3123.66%-3124.9pp | 2267.91%-2269.1pp | 282.23%-283.5pp |
| Employer contribution / active EE | $3,129 | $3,123+0.2% | $2,788+12.2% | $4,866-35.7% |
| Participant deferral / active EE | $22,625 | $3,993+466.7% | $3,583+531.4% | $5,351+322.8% |
| Admin fee / account holder | $224 | $5,692-96.1% | $4,881-95.4% | $9,541-97.7% |