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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 | $529,074 | $82,979+537.6% | $102,412+416.6% | $77,736+580.6% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 13.53% | 19.11%-5.6pp | 24.94%-11.4pp | 31.26%-17.7pp |
| Employer contribution / active EE | $9,409 | $3,554+164.8% | $3,870+143.1% | $2,728+244.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |