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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 | $275,017 | $76,696+258.6% | $96,515+184.9% | $71,511+284.6% |
| Participation rate | 92.6% | 66.6%+26.1pp | 74.3%+18.3pp | 67.9%+24.7pp |
| Annual return | 20.70% | 48.32%-27.6pp | 35.73%-15.0pp | 28.86%-8.2pp |
| Employer contribution / active EE | $3,800 | $3,032+25.3% | $3,740+1.6% | $2,589+46.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |