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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 | $388,841 | $122,063+218.6% | $184,256+111.0% | $74,478+422.1% |
| Participation rate | 96.2% | 85.5%+10.7pp | 86.8%+9.4pp | 67.2%+29.0pp |
| Annual return | 19.91% | 19.92%0pp | 28.85%-8.9pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $19,041 | $4,539+319.5% | $6,427+196.3% | $2,626+625.0% |
| Participant deferral / active EE | $18,224 | $7,144+155.1% | $9,133+99.5% | $4,350+318.9% |
| Admin fee / account holder | $9 | $1,253-99.2% | $13,899-99.9% | $1,946-99.5% |