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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 | $251,411 | $76,696+227.8% | $96,538+160.4% | $71,529+251.5% |
| Participation rate | 98.2% | 66.6%+31.6pp | 74.3%+23.8pp | 67.9%+30.2pp |
| Annual return | 22.87% | 48.32%-25.4pp | 35.74%-12.9pp | 28.97%-6.1pp |
| Employer contribution / active EE | $11,468 | $3,032+278.3% | $3,740+206.6% | $2,590+342.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |