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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 | $988,542 | $95,369+936.5% | $135,942+627.2% | $74,440+1228.0% |
| Participation rate | 85.2% | 78.2%+7.0pp | 81.9%+3.3pp | 70.7%+14.5pp |
| Annual return | 17.56% | 32.72%-15.2pp | 68.28%-50.7pp | 34.37%-16.8pp |
| Employer contribution / active EE | $26,074 | $3,878+572.3% | $4,858+436.8% | $2,638+888.5% |
| Participant deferral / active EE | $20,576 | $7,788+164.2% | $7,759+165.2% | $4,529+354.3% |
| Admin fee / account holder | $0 | $266-100.0% | $10,764-100.0% | $348-100.0% |