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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 | $83,023+251.2% | $102,437+184.6% | $77,762+274.9% |
| Participation rate | 99.3% | 71.5%+27.8pp | 74.5%+24.8pp | 70.6%+28.7pp |
| Annual return | 31.49% | 19.12%+12.4pp | 24.95%+6.5pp | 31.27%+0.2pp |
| Employer contribution / active EE | $971 | $3,552-72.7% | $3,871-74.9% | $2,728-64.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |