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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 | $606,826 | $93,010+552.4% | $96,515+528.7% | $74,460+715.0% |
| Participation rate | 97.7% | 71.6%+26.2pp | 74.3%+23.4pp | 70.7%+27.0pp |
| Annual return | 16.65% | 37.50%-20.8pp | 35.73%-19.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $16,629 | $3,427+385.2% | $3,740+344.7% | $2,638+530.3% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,735-100.0% | $348-100.0% |