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 | $261,474 | $65,223+300.9% | $80,022+226.8% | $55,727+369.2% |
| Participation rate | 99.8% | 80.6%+19.3pp | 75.8%+24.0pp | 70.9%+29.0pp |
| Annual return | 10.95% | 7.59%+3.4pp | 11.22%-0.3pp | 244.94%-234.0pp |
| Employer contribution / active EE | $10,908 | $2,544+328.8% | $2,468+342.0% | $2,078+424.9% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |