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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 | $452,872 | $110,282+310.6% | $102,457+342.0% | $199,874+126.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 14.28% | 35.75%-21.5pp | 29.41%-15.1pp | 34.28%-20.0pp |
| Employer contribution / active EE | $4,596 | $3,603+27.6% | $3,022+52.1% | $3,036+51.4% |
| Participant deferral / active EE | $0 | $6,376-100.0% | $5,054-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,451-100.0% | $269-100.0% |