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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 | $277,410 | $80,781+243.4% | $102,437+170.8% | $74,478+272.5% |
| Participation rate | 97.7% | 65.7%+32.1pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 13.89% | 27.58%-13.7pp | 24.95%-11.1pp | 1370.56%-1356.7pp |
| Employer contribution / active EE | $16,978 | $3,160+437.3% | $3,871+338.6% | $2,626+546.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,372-100.0% | $8,388-100.0% | $1,946-100.0% |