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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 | $511,074 | $86,897+488.1% | $151,634+237.0% | $64,829+688.3% |
| Participation rate | 99.8% | 87.3%+12.5pp | 87.5%+12.3pp | 71.5%+28.3pp |
| Annual return | 7.90% | -3.57%+11.5pp | 3.32%+4.6pp | 32.85%-24.9pp |
| Employer contribution / active EE | $29,544 | $4,010+636.7% | $6,165+379.2% | $2,507+1078.4% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,312-100.0% |
| Admin fee / account holder | $93 | $153-39.5% | $11,614-99.2% | $188-50.7% |