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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 | $275,211 | $76,112+261.6% | $96,534+185.1% | $71,511+284.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 27.75% | 22.81%+4.9pp | 25.88%+1.9pp | 28.86%-1.1pp |
| Employer contribution / active EE | $7,644 | $2,248+240.1% | $2,965+157.8% | $2,589+195.2% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |