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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 | $525,488 | $62,715+737.9% | $104,299+403.8% | $66,949+684.9% |
| Participation rate | 99.4% | 59.6%+39.8pp | 73.3%+26.1pp | 69.8%+29.6pp |
| Annual return | 13.56% | -14.70%+28.3pp | 24.62%-11.1pp | 1.57%+12.0pp |
| Employer contribution / active EE | $21,836 | $1,976+1005.2% | $3,373+547.4% | $2,545+757.9% |
| Participant deferral / active EE | $0 | $2,852-100.0% | $4,626-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $657-100.0% | $7,339-100.0% | $594-100.0% |