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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 | $259,108 | $94,529+174.1% | $140,019+85.1% | $64,173+303.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | 0.41% | 7.77%-7.4pp | 651.15%-650.7pp | 7.63%-7.2pp |
| Employer contribution / active EE | $17,304 | $3,812+353.9% | $5,605+208.7% | $2,381+626.8% |
| Participant deferral / active EE | $17,880 | $5,250+240.6% | $6,927+158.1% | $3,470+415.3% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |