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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 | $85,515+456.4% | $112,040+324.7% | $67,986+599.9% |
| Participation rate | 97.7% | 68.2%+29.5pp | 76.5%+21.2pp | 57.2%+40.5pp |
| Annual return | 25.72% | 29.68%-4.0pp | 24.52%+1.2pp | 31.67%-5.9pp |
| Employer contribution / active EE | $1,809 | $2,191-17.4% | $2,954-38.7% | $2,019-10.4% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $9 | $3,774-99.8% | $12,098-99.9% | $3,203-99.7% |