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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 | $572,552 | $129,227+343.1% | $184,256+210.7% | $77,762+636.3% |
| Participation rate | 99.8% | 87.4%+12.5pp | 86.8%+13.0pp | 70.6%+29.2pp |
| Annual return | 14.24% | 33.24%-19.0pp | 28.85%-14.6pp | 31.27%-17.0pp |
| Employer contribution / active EE | $33,010 | $4,412+648.1% | $6,427+413.6% | $2,728+1110.0% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $97 | $256-62.2% | $13,899-99.3% | $433-77.7% |