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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 | $379,195 | $93,182+306.9% | $146,647+158.6% | $79,389+377.6% |
| Participation rate | 98.8% | 76.4%+22.3pp | 80.1%+18.7pp | 70.7%+28.1pp |
| Annual return | 14.38% | 21.61%-7.2pp | 22.75%-8.4pp | 116.89%-102.5pp |
| Employer contribution / active EE | $19,563 | $2,420+708.5% | $4,137+372.9% | $2,428+705.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3 | $585-99.5% | $10,281-100.0% | $626-99.6% |