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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 | $311,466 | $99,212+213.9% | $96,564+222.6% | $74,478+318.2% |
| Participation rate | 97.4% | 80.7%+16.7pp | 76.0%+21.4pp | 70.7%+26.6pp |
| Annual return | 29.78% | 22.40%+7.4pp | 25.89%+3.9pp | 34.37%-4.6pp |
| Employer contribution / active EE | $12,037 | $2,569+368.5% | $2,967+305.7% | $2,637+356.5% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $3 | $225-98.6% | $8,256-100.0% | $347-99.1% |