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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 | $852,311 | $99,668+755.2% | $86,451+885.9% | $134,545+533.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.41% | 6789.61%-6795.0pp | 4398.51%-4403.9pp | 418.37%-423.8pp |
| Employer contribution / active EE | $17,400 | $4,403+295.2% | $3,770+361.6% | $4,742+267.0% |
| Participant deferral / active EE | $27,000 | $7,249+272.5% | $6,953+288.3% | $6,401+321.8% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |