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 | $385,890 | $93,131+314.4% | $106,554+262.2% | $86,828+344.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 43.28% | 19.45%+23.8pp | 26.80%+16.5pp | 97.95%-54.7pp |
| Employer contribution / active EE | $2,038 | $2,895-29.6% | $2,819-27.7% | $2,406-15.3% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |