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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 | $445,942 | $83,045+437.0% | $130,045+242.9% | $71,511+523.6% |
| Participation rate | 99.1% | 74.1%+24.9pp | 78.5%+20.6pp | 67.9%+31.1pp |
| Annual return | 19.85% | 20.61%-0.8pp | -137.30%+157.2pp | 28.86%-9.0pp |
| Employer contribution / active EE | $22,246 | $2,623+748.1% | $4,321+414.8% | $2,589+759.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,820-100.0% | $4,291-100.0% |
| Admin fee / account holder | $10 | $1,727-99.4% | $10,600-99.9% | $1,588-99.4% |