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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 | $438,246 | $112,596+289.2% | $152,301+187.7% | $64,728+577.1% |
| Participation rate | 97.0% | 63.6%+33.3pp | 82.4%+14.5pp | 57.9%+39.1pp |
| Annual return | 19.25% | 23.76%-4.5pp | 80.50%-61.3pp | 49.38%-30.1pp |
| Employer contribution / active EE | $9,887 | $3,716+166.1% | $4,624+113.8% | $2,243+340.9% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $8,004-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $996-100.0% | $14,398-100.0% | $1,145-100.0% |