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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 | $438,246 | $110,483+296.7% | $145,433+201.3% | $79,634+450.3% |
| Participation rate | 97.0% | 71.1%+25.9pp | 82.1%+14.8pp | 62.5%+34.5pp |
| Annual return | 19.25% | 24.62%-5.4pp | 66.58%-47.3pp | 36.46%-17.2pp |
| Employer contribution / active EE | $9,887 | $4,053+144.0% | $4,554+117.1% | $2,529+290.9% |
| Participant deferral / active EE | $0 | $7,216-100.0% | $7,897-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $680-100.0% | $13,129-100.0% | $1,002-100.0% |