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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 | $95,084+400.4% | $140,514+238.6% | $69,733+582.3% |
| Participation rate | 97.7% | 68.7%+29.0pp | 77.8%+19.9pp | 62.5%+35.3pp |
| Annual return | 25.72% | 18.56%+7.2pp | 14.36%+11.4pp | 15.22%+10.5pp |
| Employer contribution / active EE | $1,809 | $2,405-24.8% | $3,378-46.4% | $2,250-19.6% |
| Participant deferral / active EE | $0 | $3,868-100.0% | $4,919-100.0% | $3,054-100.0% |
| Admin fee / account holder | $9 | $4,885-99.8% | $13,697-99.9% | $3,102-99.7% |