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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 | $258,053 | $91,406+182.3% | $130,070+98.4% | $74,478+246.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 30.91% | 23.21%+7.7pp | -137.40%+168.3pp | 34.37%-3.5pp |
| Employer contribution / active EE | $5,326 | $2,565+107.7% | $4,322+23.2% | $2,637+102.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $22 | $283-92.2% | $10,600-99.8% | $347-93.7% |