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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 | $260,213 | $84,685+207.3% | $73,836+252.4% | $125,389+107.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.50% | 3123.80%-3123.3pp | 2268.06%-2267.6pp | 282.24%-281.7pp |
| Employer contribution / active EE | $16,264 | $3,123+420.7% | $2,787+483.4% | $4,866+234.2% |
| Participant deferral / active EE | $14,200 | $3,993+255.7% | $3,583+296.3% | $5,352+165.3% |
| Admin fee / account holder | $298 | $5,694-94.8% | $4,882-93.9% | $9,541-96.9% |