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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 | $642,935 | $130,294+393.4% | $170,043+278.1% | $71,511+799.1% |
| Participation rate | 99.4% | 86.2%+13.3pp | 87.0%+12.4pp | 67.9%+31.5pp |
| Annual return | 22.54% | 20.36%+2.2pp | 53.40%-30.9pp | 28.86%-6.3pp |
| Employer contribution / active EE | $3,812 | $4,385-13.1% | $6,790-43.9% | $2,589+47.2% |
| Participant deferral / active EE | $0 | $6,928-100.0% | $10,410-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $966-100.0% | $12,824-100.0% | $1,588-100.0% |