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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 | $404,838 | $50,044+709.0% | $95,763+322.7% | $74,478+443.6% |
| Participation rate | 99.2% | 66.7%+32.5pp | 72.3%+27.0pp | 70.7%+28.5pp |
| Annual return | 41.24% | 24.92%+16.3pp | 28.43%+12.8pp | 34.37%+6.9pp |
| Employer contribution / active EE | $704 | $1,634-56.9% | $2,836-75.2% | $2,637-73.3% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,244-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $300-100.0% | $5,669-100.0% | $347-100.0% |