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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 | $87,465+414.1% | $122,979+265.6% | $65,306+588.5% |
| Participation rate | 96.5% | 66.0%+30.5pp | 77.2%+19.3pp | 57.7%+38.8pp |
| Annual return | 19.66% | 19.76%-0.1pp | 20.12%-0.5pp | 21.94%-2.3pp |
| Employer contribution / active EE | $20,281 | $2,156+840.7% | $3,062+562.3% | $1,967+930.9% |
| Participant deferral / active EE | $0 | $3,705-100.0% | $5,003-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $5,100-100.0% | $12,864-100.0% | $3,480-100.0% |