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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 | $449,035 | $91,760+389.4% | $156,181+187.5% | $67,986+560.5% |
| Participation rate | 97.0% | 65.0%+32.0pp | 78.8%+18.2pp | 57.2%+39.8pp |
| Annual return | 27.53% | 18.14%+9.4pp | 64.87%-37.3pp | 31.67%-4.1pp |
| Employer contribution / active EE | $16,483 | $2,419+581.3% | $4,294+283.9% | $2,019+716.5% |
| Participant deferral / active EE | $0 | $3,960-100.0% | $6,132-100.0% | $3,358-100.0% |
| Admin fee / account holder | $117 | $3,949-97.0% | $14,586-99.2% | $3,203-96.4% |