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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 | $816,953 | $160,028+410.5% | $147,080+455.4% | $145,884+460.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 49.07% | 98.60%-49.5pp | 420.17%-371.1pp | 551.85%-502.8pp |
| Employer contribution / active EE | $9,415 | $5,286+78.1% | $4,933+90.8% | $4,662+101.9% |
| Participant deferral / active EE | $30,500 | $8,422+262.1% | $8,066+278.1% | $6,690+355.9% |
| Admin fee / account holder | $36 | $15,030-99.8% | $12,989-99.7% | $13,392-99.7% |