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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 | $533,833 | $42,810+1147.0% | $169,452+215.0% | $55,725+858.0% |
| Participation rate | 99.7% | 64.7%+34.9pp | 77.8%+21.9pp | 70.9%+28.8pp |
| Annual return | 4.21% | -3.61%+7.8pp | 1.83%+2.4pp | 244.93%-240.7pp |
| Employer contribution / active EE | $17,644 | $1,402+1158.7% | $4,157+324.5% | $2,078+749.0% |
| Participant deferral / active EE | $0 | $3,141-100.0% | $5,277-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $9,110-100.0% | $115-100.0% |