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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 | $395,491 | $105,248+275.8% | $147,318+168.5% | $71,012+456.9% |
| Participation rate | 98.7% | 66.1%+32.6pp | 82.1%+16.7pp | 58.6%+40.2pp |
| Annual return | 12.89% | 26.02%-13.1pp | 70.43%-57.5pp | 37.67%-24.8pp |
| Employer contribution / active EE | $2,041 | $3,785-46.1% | $4,593-55.6% | $2,348-13.1% |
| Participant deferral / active EE | $0 | $6,452-100.0% | $7,906-100.0% | $3,246-100.0% |
| Admin fee / account holder | $0 | $862-100.0% | $13,708-100.0% | $1,167-100.0% |