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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 | $272,017 | $84,784+220.8% | $98,462+176.3% | $74,473+265.3% |
| Participation rate | 98.9% | 81.5%+17.4pp | 75.2%+23.7pp | 70.7%+28.2pp |
| Annual return | 15.66% | 20.59%-4.9pp | 21.17%-5.5pp | 34.36%-18.7pp |
| Employer contribution / active EE | $12,700 | $3,364+277.6% | $3,049+316.6% | $2,638+381.4% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |