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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 | $286,609 | $93,010+208.1% | $96,515+197.0% | $74,460+284.9% |
| Participation rate | 83.9% | 71.6%+12.3pp | 74.3%+9.5pp | 70.7%+13.1pp |
| Annual return | 15.43% | 37.50%-22.1pp | 35.73%-20.3pp | 34.38%-19.0pp |
| Employer contribution / active EE | $13,414 | $3,427+291.4% | $3,740+258.7% | $2,638+408.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |