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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 | $693,773 | $84,458+721.4% | $102,184+578.9% | $64,340+978.3% |
| Participation rate | 99.4% | 74.2%+25.2pp | 82.6%+16.8pp | 55.2%+44.1pp |
| Annual return | 25.58% | 45.73%-20.1pp | 31.58%-6.0pp | 24.14%+1.4pp |
| Employer contribution / active EE | $10,356 | $2,412+329.4% | $3,594+188.2% | $1,862+456.3% |
| Participant deferral / active EE | $0 | $6,208-100.0% | $8,309-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $2,926-100.0% | $11,609-100.0% | $3,703-100.0% |