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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 | $286,527 | $68,544+318.0% | $115,752+147.5% | $69,631+311.5% |
| Participation rate | 100.0% | 74.0%+26.0pp | 77.8%+22.2pp | 70.7%+29.3pp |
| Annual return | 17.02% | 20.97%-4.0pp | 19.41%-2.4pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $11,083 | $2,400+361.8% | $3,492+217.4% | $2,032+445.4% |
| Participant deferral / active EE | $6,753 | $3,887+73.7% | $5,204+29.8% | $3,224+109.5% |
| Admin fee / account holder | $61 | $90-32.5% | $6,278-99.0% | $110-44.7% |