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 | $417,141 | $104,544+299.0% | $96,564+332.0% | $80,187+420.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 76.0%+24.0pp | 72.9%+27.1pp |
| Annual return | 25.90% | 21.79%+4.1pp | 25.89%0pp | 40.40%-14.5pp |
| Employer contribution / active EE | $5,519 | $3,527+56.5% | $2,967+86.0% | $2,980+85.2% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,852-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $8,256-100.0% | $145-100.0% |