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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 | $308,668 | $78,852+291.5% | $76,768+302.1% | $75,289+310.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 77.0%+23.0pp | 72.4%+27.6pp |
| Annual return | 4.16% | -1.29%+5.4pp | 2.43%+1.7pp | -0.04%+4.2pp |
| Employer contribution / active EE | $3,607 | $2,794+29.1% | $2,485+45.1% | $2,405+50.0% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $3,852-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $6,676-100.0% | $102-100.0% |