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 | $356,845 | $130,052+174.4% | $86,717+311.5% | $77,906+358.0% |
| Participation rate | 100.0% | 85.9%+14.1pp | 76.6%+23.4pp | 73.7%+26.3pp |
| Annual return | 11.58% | -12.73%+24.3pp | 35.97%-24.4pp | 12.16%-0.6pp |
| Employer contribution / active EE | $4,189 | $3,214+30.4% | $2,837+47.7% | $2,846+47.2% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,494-100.0% | $133-100.0% |