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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 | $567,126 | $241,450+134.9% | $103,378+448.6% | $199,874+183.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 74.5%+25.4pp | 72.0%+27.9pp |
| Annual return | 44.42% | 17.80%+26.6pp | 24.91%+19.5pp | 34.28%+10.1pp |
| Employer contribution / active EE | $24,543 | $4,250+477.4% | $3,870+534.1% | $3,036+708.3% |
| Participant deferral / active EE | $0 | $3,962-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,401-100.0% | $269-100.0% |