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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 | $542,950 | $55,125+884.9% | $109,923+393.9% | $86,828+525.3% |
| Participation rate | 99.3% | 70.1%+29.2pp | 74.2%+25.1pp | 72.3%+27.0pp |
| Annual return | 22.57% | 26.20%-3.6pp | 29.46%-6.9pp | 97.95%-75.4pp |
| Employer contribution / active EE | $720 | $1,558-53.8% | $2,844-74.7% | $2,406-70.1% |
| Participant deferral / active EE | $0 | $3,337-100.0% | $4,048-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $6,070-100.0% | $170-100.0% |