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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 | $382,325 | $54,245+604.8% | $93,727+307.9% | $77,762+391.7% |
| Participation rate | 98.0% | 63.9%+34.1pp | 68.7%+29.3pp | 70.6%+27.4pp |
| Annual return | 18.25% | 30.58%-12.3pp | 133.83%-115.6pp | 31.27%-13.0pp |
| Employer contribution / active EE | $19,318 | $1,168+1554.5% | $2,421+697.8% | $2,728+608.1% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,417-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $575-100.0% | $8,292-100.0% | $433-100.0% |