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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 | $481,006 | $93,010+417.2% | $96,520+398.3% | $74,440+546.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 21.36% | 37.50%-16.1pp | 35.72%-14.4pp | 34.37%-13.0pp |
| Employer contribution / active EE | $8,637 | $3,427+152.0% | $3,739+131.0% | $2,638+227.4% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,879-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,733-100.0% | $348-100.0% |