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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 | $298,625 | $50,498+491.4% | $75,784+294.0% | $55,191+441.1% |
| Participation rate | 99.7% | 69.4%+30.2pp | 75.8%+23.8pp | 69.2%+30.5pp |
| Annual return | 13.40% | 1.80%+11.6pp | 9.68%+3.7pp | 10.78%+2.6pp |
| Employer contribution / active EE | $17,046 | $2,291+644.1% | $3,323+412.9% | $1,899+797.7% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,652-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $123-99.6% | $5,300-100.0% | $91-99.4% |