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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 | $475,804 | $79,867+495.7% | $120,344+295.4% | $64,340+639.5% |
| Participation rate | 97.7% | 63.0%+34.8pp | 76.7%+21.0pp | 55.2%+42.5pp |
| Annual return | 25.72% | 21.10%+4.6pp | 20.30%+5.4pp | 24.14%+1.6pp |
| Employer contribution / active EE | $1,809 | $1,925-6.0% | $3,020-40.1% | $1,862-2.8% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $9 | $5,039-99.8% | $12,742-99.9% | $3,703-99.8% |