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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 | $638,793 | $89,465+614.0% | $165,100+286.9% | $77,762+721.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 25.38% | 28.86%-3.5pp | 70.21%-44.8pp | 31.27%-5.9pp |
| Employer contribution / active EE | $4,062 | $2,565+58.4% | $4,348-6.6% | $2,728+48.9% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |