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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 | $257,116 | $241,850+6.3% | $102,437+151.0% | $200,096+28.5% |
| Participation rate | 97.4% | 78.3%+19.0pp | 74.5%+22.8pp | 72.0%+25.3pp |
| Annual return | 41.76% | 17.67%+24.1pp | 24.95%+16.8pp | 34.26%+7.5pp |
| Employer contribution / active EE | $14,730 | $4,253+246.4% | $3,871+280.5% | $3,038+384.9% |
| Participant deferral / active EE | $0 | $3,961-100.0% | $5,060-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,388-100.0% | $269-100.0% |