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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 | $323,122 | $50,464+540.3% | $75,784+326.4% | $52,331+517.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 16.88% | 1.03%+15.9pp | 9.68%+7.2pp | 4.54%+12.3pp |
| Employer contribution / active EE | $14,930 | $1,988+650.8% | $3,323+349.2% | $1,882+693.4% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |