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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 | $358,403 | $84,685+323.2% | $73,836+385.4% | $125,389+185.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -1.05% | 3123.80%-3124.8pp | 2268.06%-2269.1pp | 282.24%-283.3pp |
| Employer contribution / active EE | $11,880 | $3,123+280.4% | $2,787+326.2% | $4,866+144.1% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |