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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 | $251,954 | $119,272+111.2% | $161,149+56.3% | $71,012+254.8% |
| Participation rate | 99.4% | 73.6%+25.8pp | 78.8%+20.6pp | 58.6%+40.9pp |
| Annual return | 17.48% | 16.11%+1.4pp | 21.16%-3.7pp | 37.67%-20.2pp |
| Employer contribution / active EE | $15,349 | $2,894+430.3% | $4,360+252.0% | $2,348+553.7% |
| Participant deferral / active EE | $0 | $4,117-100.0% | $6,153-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $1,020-100.0% | $15,194-100.0% | $1,167-100.0% |