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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 | $348,235 | $83,843+315.3% | $123,973+180.9% | $65,306+433.2% |
| Participation rate | 98.6% | 56.0%+42.7pp | 76.7%+22.0pp | 57.7%+41.0pp |
| Annual return | 13.04% | 19.87%-6.8pp | 388.13%-375.1pp | 21.94%-8.9pp |
| Employer contribution / active EE | $20,454 | $2,873+611.9% | $4,126+395.8% | $1,967+939.7% |
| Participant deferral / active EE | $0 | $2,997-100.0% | $5,247-100.0% | $2,959-100.0% |
| Admin fee / account holder | $24 | $4,735-99.5% | $11,799-99.8% | $3,480-99.3% |