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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 | $331,028 | $88,730+273.1% | $82,312+302.2% | $77,958+324.6% |
| Participation rate | 99.9% | 84.5%+15.4pp | 76.9%+23.0pp | 71.6%+28.3pp |
| Annual return | 15.85% | 20.88%-5.0pp | 25.88%-10.0pp | 20.87%-5.0pp |
| Employer contribution / active EE | $7,448 | $2,758+170.0% | $2,428+206.7% | $2,310+222.3% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $74-100.0% | $5,608-100.0% | $97-100.0% |