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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 | $467,525 | $93,010+402.7% | $96,543+384.3% | $74,478+527.7% |
| Participation rate | 97.3% | 71.6%+25.7pp | 74.3%+22.9pp | 70.7%+26.5pp |
| Annual return | 21.15% | 37.50%-16.3pp | 35.75%-14.6pp | 34.37%-13.2pp |
| Employer contribution / active EE | $24,279 | $3,427+608.4% | $3,741+549.1% | $2,637+820.8% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |