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Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $362,608 | $110,282+228.8% | $102,423+254.0% | $199,921+81.4% |
| Participation rate | 89.7% | 86.3%+3.4pp | 76.5%+13.1pp | 72.0%+17.6pp |
| Annual return | 16.89% | 35.75%-18.9pp | 29.42%-12.5pp | 34.28%-17.4pp |
| Employer contribution / active EE | $17,716 | $3,603+391.6% | $3,023+486.1% | $3,035+483.6% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,054-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,455-100.0% | $269-100.0% |