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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 | $443,216 | $90,607+389.2% | $79,467+457.7% | $135,380+227.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -3.29% | 977.74%-981.0pp | 718.30%-721.6pp | 519.81%-523.1pp |
| Employer contribution / active EE | $13,645 | $3,068+344.8% | $2,800+387.3% | $4,779+185.5% |
| Participant deferral / active EE | $7,886 | $4,050+94.7% | $3,704+112.9% | $5,609+40.6% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |