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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 | $828,495 | $183,592+351.3% | $155,574+432.5% | $145,877+467.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.40% | 61.37%-44.0pp | 64.87%-47.5pp | 551.28%-533.9pp |
| Employer contribution / active EE | $9,870 | $5,317+85.6% | $4,676+111.1% | $4,663+111.7% |
| Participant deferral / active EE | $8,400 | $6,466+29.9% | $5,629+49.2% | $6,691+25.6% |
| Admin fee / account holder | $171 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |