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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 | $505,454 | $94,439+435.2% | $73,658+586.2% | $154,746+226.6% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 92.72% | 28.25%+64.5pp | 29.72%+63.0pp | 172.34%-79.6pp |
| Employer contribution / active EE | $1,365 | $1,257+8.5% | $1,032+32.2% | $4,379-68.8% |
| Participant deferral / active EE | $10,687 | $2,527+322.9% | $2,062+418.3% | $6,730+58.8% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |