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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 | $360,145 | $89,067+304.4% | $102,423+251.6% | $77,714+363.4% |
| Participation rate | 98.5% | 80.9%+17.6pp | 76.5%+22.0pp | 70.6%+27.9pp |
| Annual return | 19.95% | 25.01%-5.1pp | 29.42%-9.5pp | 31.26%-11.3pp |
| Employer contribution / active EE | $18,177 | $2,699+573.4% | $3,023+501.3% | $2,727+566.6% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $3 | $236-98.7% | $9,455-100.0% | $433-99.3% |