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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 | $278,387 | $65,378+325.8% | $87,103+219.6% | $65,186+327.1% |
| Participation rate | 94.1% | 75.3%+18.7pp | 76.9%+17.2pp | 70.2%+23.9pp |
| Annual return | 72.30% | 31.28%+41.0pp | 28.19%+44.1pp | 29.39%+42.9pp |
| Employer contribution / active EE | $800 | $1,823-56.1% | $2,521-68.3% | $2,177-63.2% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |