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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 | $506,727 | $76,696+560.7% | $96,538+424.9% | $71,529+608.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 31.69% | 48.32%-16.6pp | 35.74%-4.0pp | 28.97%+2.7pp |
| Employer contribution / active EE | $28,979 | $3,032+855.9% | $3,740+674.8% | $2,590+1019.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $17 | $2,030-99.2% | $6,737-99.8% | $1,588-98.9% |