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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 | $356,023 | $59,191+501.5% | $76,767+363.8% | $56,289+532.5% |
| Participation rate | 99.1% | 75.2%+23.9pp | 77.0%+22.2pp | 69.9%+29.3pp |
| Annual return | 13.45% | 6.62%+6.8pp | 2.43%+11.0pp | -9.96%+23.4pp |
| Employer contribution / active EE | $15,894 | $1,759+803.7% | $2,485+539.5% | $2,111+652.9% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-99.9% | $6,675-100.0% | $521-99.9% |