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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 | $250,598 | $66,302+278.0% | $110,243+127.3% | $56,289+345.2% |
| Participation rate | 98.0% | 74.9%+23.1pp | 79.8%+18.2pp | 69.9%+28.2pp |
| Annual return | 10.04% | -1.18%+11.2pp | 314.76%-304.7pp | -9.96%+20.0pp |
| Employer contribution / active EE | $18,036 | $2,047+781.0% | $3,827+371.3% | $2,111+754.3% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $698-99.8% | $8,548-100.0% | $521-99.7% |