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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 | $262,356 | $103,024+154.7% | $112,040+134.2% | $79,634+229.5% |
| Participation rate | 98.5% | 80.6%+17.9pp | 76.5%+22.0pp | 62.5%+36.0pp |
| Annual return | 18.07% | 17.60%+0.5pp | 24.52%-6.4pp | 36.46%-18.4pp |
| Employer contribution / active EE | $2,753 | $3,015-8.7% | $2,954-6.8% | $2,529+8.9% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $465-100.0% | $12,098-100.0% | $1,002-100.0% |