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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 | $298,364 | $47,969+522.0% | $85,969+247.1% | $52,331+470.2% |
| Participation rate | 89.1% | 61.7%+27.4pp | 76.5%+12.5pp | 68.1%+21.0pp |
| Annual return | 13.07% | -0.13%+13.2pp | 9.32%+3.8pp | 4.54%+8.5pp |
| Employer contribution / active EE | $16,683 | $1,460+1042.9% | $3,474+380.2% | $1,882+786.6% |
| Participant deferral / active EE | $0 | $2,110-100.0% | $3,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $5 | $530-99.1% | $6,053-99.9% | $592-99.2% |