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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 | $288,540 | $58,888+390.0% | $178,499+61.6% | $73,493+292.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.20% | 24.86%-9.7pp | 151.10%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $11,666 | $2,236+421.7% | $5,011+132.8% | $2,270+413.9% |
| Participant deferral / active EE | $2,761 | $2,568+7.5% | $5,202-46.9% | $3,740-26.2% |
| Admin fee / account holder | $21 | $400-94.6% | $13,986-99.8% | $513-95.8% |