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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 | $728,060 | $63,314+1049.9% | $91,004+700.0% | $62,293+1068.8% |
| Participation rate | 82.8% | 73.3%+9.4pp | 75.6%+7.2pp | 69.5%+13.2pp |
| Annual return | 31.97% | 21.00%+11.0pp | 4.60%+27.4pp | 28.90%+3.1pp |
| Employer contribution / active EE | $14,290 | $1,807+690.7% | $2,456+481.9% | $2,042+599.7% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $7 | $468-98.6% | $5,417-99.9% | $479-98.6% |