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 | $110,258+310.7% | $102,460+342.0% | $200,096+126.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 76.5%+23.5pp | 72.0%+28.0pp |
| Annual return | 14.28% | 35.78%-21.5pp | 29.47%-15.2pp | 34.26%-20.0pp |
| Employer contribution / active EE | $4,596 | $3,605+27.5% | $3,025+51.9% | $3,038+51.3% |
| Participant deferral / active EE | $0 | $6,377-100.0% | $5,056-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |