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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 | $425,058 | $83,090+411.6% | $130,062+226.8% | $71,529+494.2% |
| Participation rate | 98.2% | 74.1%+24.1pp | 78.5%+19.7pp | 67.9%+30.3pp |
| Annual return | 17.93% | 20.61%-2.7pp | -137.37%+155.3pp | 28.97%-11.0pp |
| Employer contribution / active EE | $26,772 | $2,624+920.5% | $4,322+519.4% | $2,590+933.7% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |