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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 | $385,647 | $88,324+336.6% | $115,038+235.2% | $55,191+598.7% |
| Participation rate | 99.3% | 72.5%+26.8pp | 81.4%+17.9pp | 69.2%+30.1pp |
| Annual return | 2.08% | 6.30%-4.2pp | 26.14%-24.1pp | 10.78%-8.7pp |
| Employer contribution / active EE | $16,917 | $2,805+503.1% | $4,608+267.1% | $1,899+790.9% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |