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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 | $518,051 | $86,225+500.8% | $146,649+253.3% | $86,828+496.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 80.1%+19.9pp | 72.3%+27.7pp |
| Annual return | 21.92% | 31.23%-9.3pp | 22.75%-0.8pp | 97.95%-76.0pp |
| Employer contribution / active EE | $6,629 | $2,392+177.1% | $4,137+60.2% | $2,406+175.5% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |