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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 | $449,634 | $79,867+463.0% | $120,344+273.6% | $64,340+598.8% |
| Participation rate | 96.5% | 63.0%+33.5pp | 76.7%+19.8pp | 55.2%+41.2pp |
| Annual return | 19.66% | 21.10%-1.4pp | 20.30%-0.6pp | 24.14%-4.5pp |
| Employer contribution / active EE | $20,281 | $1,925+953.7% | $3,020+571.5% | $1,862+989.4% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,039-100.0% | $12,742-100.0% | $3,703-100.0% |