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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 | $366,906 | $76,696+378.4% | $96,538+280.1% | $71,529+412.9% |
| Participation rate | 99.3% | 66.6%+32.8pp | 74.3%+25.0pp | 67.9%+31.4pp |
| Annual return | 19.82% | 48.32%-28.5pp | 35.74%-15.9pp | 28.97%-9.2pp |
| Employer contribution / active EE | $6,704 | $3,032+121.2% | $3,740+79.2% | $2,590+158.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |