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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 | $640,704 | $165,381+287.4% | $149,730+327.9% | $158,966+303.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.95% | 348.29%-310.3pp | 276.70%-238.8pp | 302.95%-265.0pp |
| Employer contribution / active EE | $2,925 | $5,104-42.7% | $4,645-37.0% | $4,762-38.6% |
| Participant deferral / active EE | $11,625 | $7,182+61.9% | $6,843+69.9% | $5,983+94.3% |
| Admin fee / account holder | $56 | $10,809-99.5% | $9,310-99.4% | $11,250-99.5% |