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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 | $97,732+194.0% | $83,831+242.7% | $135,380+112.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.90% | 1287.56%-1294.5pp | 850.99%-857.9pp | 519.81%-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 | $4,683+83.7% | $4,082+110.8% | $5,609+53.4% |
| Admin fee / account holder | $8 | $6,675-99.9% | $5,479-99.8% | $10,828-99.9% |