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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 | $350,349 | $54,368+544.4% | $117,039+199.3% | $62,293+462.4% |
| Participation rate | 93.5% | 64.9%+28.6pp | 77.2%+16.3pp | 69.5%+24.0pp |
| Annual return | 14.34% | 21.77%-7.4pp | 18.95%-4.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $15,649 | $1,692+825.0% | $3,785+313.5% | $2,042+666.3% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $7 | $493-98.7% | $5,974-99.9% | $479-98.6% |