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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 | $395,166 | $78,275+404.8% | $109,191+261.9% | $86,828+355.1% |
| Participation rate | 98.4% | 73.8%+24.6pp | 75.9%+22.5pp | 72.3%+26.1pp |
| Annual return | 14.04% | 19.14%-5.1pp | 25.76%-11.7pp | 97.95%-83.9pp |
| Employer contribution / active EE | $21,338 | $3,105+587.3% | $3,723+473.2% | $2,406+786.8% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,756-100.0% | $170-100.0% |