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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 | $291,566 | $82,979+251.4% | $102,383+184.8% | $77,714+275.2% |
| Participation rate | 99.3% | 71.5%+27.8pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 31.49% | 19.11%+12.4pp | 24.94%+6.6pp | 31.26%+0.2pp |
| Employer contribution / active EE | $971 | $3,554-72.7% | $3,870-74.9% | $2,727-64.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |