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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 | $250,045 | $77,677+221.9% | $109,173+129.0% | $79,391+215.0% |
| Participation rate | 98.4% | 67.8%+30.6pp | 75.9%+22.5pp | 70.7%+27.7pp |
| Annual return | 22.94% | 23.44%-0.5pp | 25.75%-2.8pp | 116.88%-93.9pp |
| Employer contribution / active EE | $14,034 | $2,798+401.5% | $3,723+277.0% | $2,428+478.0% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $627-100.0% |