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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 | $261,321 | $83,023+214.8% | $102,437+155.1% | $77,762+236.1% |
| Participation rate | 96.9% | 71.5%+25.4pp | 74.5%+22.4pp | 70.6%+26.4pp |
| Annual return | 26.02% | 19.12%+6.9pp | 24.95%+1.1pp | 31.27%-5.2pp |
| Employer contribution / active EE | $17,347 | $3,552+388.3% | $3,871+348.2% | $2,728+535.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $8 | $639-98.7% | $8,388-99.9% | $433-98.1% |