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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 | $287,318 | $97,759+193.9% | $83,849+242.7% | $135,377+112.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.90% | 1287.41%-1294.3pp | 850.91%-857.8pp | 519.75%-526.7pp |
| Employer contribution / active EE | $9,815 | $4,222+132.5% | $3,631+170.3% | $4,779+105.4% |
| Participant deferral / active EE | $8,604 | $4,682+83.8% | $4,082+110.8% | $5,609+53.4% |
| Admin fee / account holder | $8 | $6,674-99.9% | $5,478-99.8% | $10,828-99.9% |