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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 | $299,587 | $86,897+244.8% | $151,645+97.6% | $64,824+362.2% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.5%+10.9pp | 71.5%+26.9pp |
| Annual return | 12.14% | -3.57%+15.7pp | 3.34%+8.8pp | 32.84%-20.7pp |
| Employer contribution / active EE | $8,561 | $4,010+113.5% | $6,165+38.9% | $2,507+241.5% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,614-100.0% | $188-100.0% |