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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 | $453,663 | $88,479+412.7% | $96,543+369.9% | $80,187+465.8% |
| Participation rate | 99.9% | 79.9%+20.0pp | 74.3%+25.6pp | 72.9%+27.0pp |
| Annual return | 16.44% | 22.53%-6.1pp | 35.75%-19.3pp | 40.40%-24.0pp |
| Employer contribution / active EE | $26,135 | $4,177+525.7% | $3,741+598.7% | $2,980+777.1% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $4,880-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $211-100.0% | $6,737-100.0% | $145-100.0% |