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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 | $596,434 | $99,647+498.5% | $86,439+590.0% | $134,509+343.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.43% | 6784.13%-6793.6pp | 4395.55%-4405.0pp | 418.13%-427.6pp |
| Employer contribution / active EE | $37,500 | $4,401+752.1% | $3,769+895.0% | $4,741+691.1% |
| Participant deferral / active EE | $27,000 | $7,246+272.6% | $6,952+288.4% | $6,400+321.9% |
| Admin fee / account holder | $0 | $8,373-100.0% | $6,732-100.0% | $11,427-100.0% |