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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 | $288,033 | $91,439+215.0% | $135,974+111.8% | $71,511+302.8% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.2pp | 67.9%+31.2pp |
| Annual return | 42.12% | 29.90%+12.2pp | 68.30%-26.2pp | 28.86%+13.3pp |
| Employer contribution / active EE | $7,316 | $3,705+97.5% | $4,859+50.6% | $2,589+182.6% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |