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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 | $370,542 | $92,186+301.9% | $105,624+250.8% | $77,762+376.5% |
| Participation rate | 98.5% | 81.0%+17.4pp | 75.3%+23.2pp | 70.6%+27.9pp |
| Annual return | 35.84% | 17.83%+18.0pp | 116.20%-80.4pp | 31.27%+4.6pp |
| Employer contribution / active EE | $13,608 | $3,376+303.1% | $3,168+329.6% | $2,728+398.8% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,961-100.0% | $433-100.0% |