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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 | $510,271 | $139,251+266.4% | $113,397+350.0% | $100,573+407.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 76.5%+23.5pp | 70.9%+29.1pp |
| Annual return | 16.94% | 14.13%+2.8pp | 23.20%-6.3pp | 18.89%-2.0pp |
| Employer contribution / active EE | $4,248 | $3,969+7.0% | $2,977+42.7% | $3,763+12.9% |
| Participant deferral / active EE | $0 | $7,399-100.0% | $5,076-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $149-99.9% | $11,957-100.0% | $454-100.0% |