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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 | $278,121 | $80,763+244.4% | $102,412+171.6% | $74,459+273.5% |
| Participation rate | 96.0% | 65.7%+30.3pp | 74.5%+21.5pp | 67.2%+28.7pp |
| Annual return | 30.03% | 27.57%+2.5pp | 24.94%+5.1pp | 1369.70%-1339.7pp |
| Employer contribution / active EE | $4,151 | $3,160+31.4% | $3,870+7.3% | $2,626+58.1% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |