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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 | $416,145 | $65,453+535.8% | $86,698+380.0% | $66,938+521.7% |
| Participation rate | 98.2% | 75.5%+22.8pp | 76.6%+21.6pp | 69.8%+28.4pp |
| Annual return | 15.57% | -10.89%+26.5pp | 35.95%-20.4pp | 1.58%+14.0pp |
| Employer contribution / active EE | $5,111 | $2,154+137.3% | $2,837+80.2% | $2,545+100.8% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $2 | $642-99.7% | $7,493-100.0% | $594-99.6% |