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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 | $900,800 | $106,236+747.9% | $112,270+702.3% | $64,829+1289.5% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | 25.87% | -6.02%+31.9pp | 27.49%-1.6pp | 32.85%-7.0pp |
| Employer contribution / active EE | $9,180 | $3,167+189.9% | $3,635+152.5% | $2,507+266.1% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |