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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 | $277,991 | $91,394+204.2% | $130,026+113.8% | $74,440+273.4% |
| Participation rate | 92.0% | 77.8%+14.3pp | 78.5%+13.5pp | 70.7%+21.3pp |
| Annual return | 28.66% | 23.20%+5.5pp | -137.26%+165.9pp | 34.37%-5.7pp |
| Employer contribution / active EE | $1,445 | $2,565-43.7% | $4,321-66.6% | $2,638-45.2% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,821-100.0% | $4,529-100.0% |
| Admin fee / account holder | $8 | $284-97.3% | $10,608-99.9% | $348-97.8% |