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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% | $155,567+432.6% | $145,959+467.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.40% | 61.24%-43.8pp | 64.74%-47.3pp | 561.95%-544.6pp |
| Employer contribution / active EE | $9,870 | $5,315+85.7% | $4,674+111.2% | $4,661+111.8% |
| Participant deferral / active EE | $8,400 | $6,464+29.9% | $5,628+49.3% | $6,689+25.6% |
| Admin fee / account holder | $171 | $19,318-99.1% | $15,916-98.9% | $13,398-98.7% |