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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 | $749,679 | $148,584+404.5% | $216,567+246.2% | $69,255+982.5% |
| Participation rate | 99.2% | 77.0%+22.2pp | 81.6%+17.6pp | 69.0%+30.2pp |
| Annual return | 5.56% | 8.62%-3.1pp | 12.94%-7.4pp | 26.73%-21.2pp |
| Employer contribution / active EE | $4,973 | $3,404+46.1% | $5,216-4.7% | $2,645+88.0% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $6,191-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $791-100.0% | $21,981-100.0% | $733-100.0% |