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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 | $435,166 | $102,623+324.0% | $151,627+187.0% | $66,923+550.3% |
| Participation rate | 86.5% | 85.5%+1.0pp | 87.5%-1.0pp | 69.8%+16.7pp |
| Annual return | 43.30% | -10.82%+54.1pp | 3.33%+40.0pp | 1.58%+41.7pp |
| Employer contribution / active EE | $15,296 | $4,183+265.7% | $6,166+148.1% | $2,545+501.1% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,612-100.0% | $593-100.0% |