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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 | $254,438 | $84,936+199.6% | $111,303+128.6% | $79,393+220.5% |
| Participation rate | 99.5% | 75.9%+23.6pp | 77.3%+22.2pp | 70.7%+28.8pp |
| Annual return | 30.04% | 17.45%+12.6pp | 54.66%-24.6pp | 116.87%-86.8pp |
| Employer contribution / active EE | $12,500 | $1,979+531.6% | $2,731+357.6% | $2,428+414.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,966-100.0% | $627-100.0% |