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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 | $122,239+218.1% | $184,200+111.1% | $74,546+421.6% |
| Participation rate | 96.2% | 85.5%+10.7pp | 86.8%+9.4pp | 67.2%+29.0pp |
| Annual return | 19.91% | 19.95%0pp | 28.80%-8.9pp | 1366.03%-1346.1pp |
| Employer contribution / active EE | $19,041 | $4,537+319.7% | $6,424+196.4% | $2,624+625.6% |
| Participant deferral / active EE | $18,224 | $7,139+155.3% | $9,132+99.6% | $4,347+319.2% |
| Admin fee / account holder | $9 | $1,260-99.2% | $13,907-99.9% | $1,944-99.5% |