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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 | $329,469 | $81,494+304.3% | $133,978+145.9% | $73,497+348.3% |
| Participation rate | 99.4% | 76.4%+23.0pp | 79.8%+19.5pp | 70.7%+28.7pp |
| Annual return | 17.66% | 19.40%-1.7pp | 45.10%-27.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $19,497 | $2,210+782.4% | $3,919+397.5% | $2,270+758.9% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $713-99.4% | $8,930-100.0% | $513-99.2% |