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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 | $344,652 | $88,982+287.3% | $102,438+236.4% | $77,671+343.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 23.53% | 25.01%-1.5pp | 29.37%-5.8pp | 31.21%-7.7pp |
| Employer contribution / active EE | $23,280 | $2,698+762.8% | $3,024+669.9% | $2,726+753.8% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $2 | $236-99.3% | $9,448-100.0% | $430-99.6% |