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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 | $319,240 | $89,465+256.8% | $165,100+93.4% | $77,762+310.5% |
| Participation rate | 81.0% | 78.6%+2.3pp | 78.6%+2.4pp | 70.6%+10.4pp |
| Annual return | 13.48% | 28.86%-15.4pp | 70.21%-56.7pp | 31.27%-17.8pp |
| Employer contribution / active EE | $4,603 | $2,565+79.5% | $4,348+5.9% | $2,728+68.7% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $10 | $340-96.9% | $12,696-99.9% | $433-97.6% |