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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 | $285,154 | $97,732+191.8% | $83,831+240.2% | $135,380+110.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.22% | 1287.56%-1293.8pp | 850.99%-857.2pp | 519.81%-526.0pp |
| Employer contribution / active EE | $14,053 | $4,222+232.9% | $3,631+287.0% | $4,779+194.1% |
| Participant deferral / active EE | $7,602 | $4,683+62.3% | $4,082+86.2% | $5,609+35.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |