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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 | $396,863 | $97,732+306.1% | $83,831+373.4% | $135,380+193.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -2.71% | 1287.56%-1290.3pp | 850.99%-853.7pp | 519.81%-522.5pp |
| Employer contribution / active EE | $14,891 | $4,222+252.7% | $3,631+310.1% | $4,779+211.6% |
| Participant deferral / active EE | $10,794 | $4,683+130.5% | $4,082+164.4% | $5,609+92.4% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |