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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 | $308,547 | $76,696+302.3% | $96,538+219.6% | $71,529+331.4% |
| Participation rate | 98.3% | 66.6%+31.8pp | 74.3%+24.0pp | 67.9%+30.4pp |
| Annual return | 26.71% | 48.32%-21.6pp | 35.74%-9.0pp | 28.97%-2.3pp |
| Employer contribution / active EE | $36,014 | $3,032+1088.0% | $3,740+862.9% | $2,590+1290.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $19 | $2,030-99.1% | $6,737-99.7% | $1,588-98.8% |