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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 | $449,634 | $95,084+372.9% | $140,514+220.0% | $69,733+544.8% |
| Participation rate | 96.5% | 68.7%+27.8pp | 77.8%+18.7pp | 62.5%+34.0pp |
| Annual return | 19.66% | 18.56%+1.1pp | 14.36%+5.3pp | 15.22%+4.4pp |
| Employer contribution / active EE | $20,281 | $2,405+743.3% | $3,378+500.3% | $2,250+801.3% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $4,885-100.0% | $13,697-100.0% | $3,102-100.0% |