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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 | $298,404 | $80,211+272.0% | $74,184+302.2% | $63,975+366.4% |
| Participation rate | 99.9% | 84.2%+15.7pp | 76.6%+23.2pp | 71.1%+28.7pp |
| Annual return | 22.41% | 14.13%+8.3pp | 17.74%+4.7pp | 48.65%-26.2pp |
| Employer contribution / active EE | $2,654 | $2,553+3.9% | $2,370+12.0% | $2,182+21.6% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $67-100.0% | $5,586-100.0% | $70-100.0% |