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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 | $528,392 | $54,573+868.2% | $90,970+480.8% | $73,493+619.0% |
| Participation rate | 96.5% | 61.2%+35.3pp | 69.0%+27.5pp | 70.7%+25.8pp |
| Annual return | 14.73% | 16.69%-2.0pp | 134.58%-119.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $18,021 | $991+1717.7% | $2,122+749.0% | $2,270+693.8% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,960-100.0% | $513-100.0% |