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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 | $815,521 | $99,644+718.4% | $86,438+843.5% | $134,532+506.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.64% | 6787.26%-6803.9pp | 4397.19%-4413.8pp | 418.27%-434.9pp |
| Employer contribution / active EE | $8,543 | $4,402+94.1% | $3,769+126.6% | $4,741+80.2% |
| Participant deferral / active EE | $21,336 | $7,247+194.4% | $6,952+206.9% | $6,401+233.3% |
| Admin fee / account holder | $166 | $8,375-98.0% | $6,733-97.5% | $11,429-98.5% |