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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 | $357,032 | $50,643+605.0% | $106,619+234.9% | $55,167+547.2% |
| Participation rate | 77.4% | 65.6%+11.8pp | 78.0%-0.6pp | 69.0%+8.4pp |
| Annual return | 13.15% | 7.02%+6.1pp | 9.42%+3.7pp | 169.23%-156.1pp |
| Employer contribution / active EE | $10,219 | $1,626+528.5% | $3,947+158.9% | $1,963+420.7% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $11 | $488-97.8% | $6,418-99.8% | $504-97.9% |