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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 | $82,879+737.1% | $96,576+618.4% | $67,986+920.5% |
| Participation rate | 99.4% | 75.2%+24.2pp | 81.4%+17.9pp | 57.2%+42.2pp |
| Annual return | 25.58% | 36.90%-11.3pp | 38.47%-12.9pp | 31.67%-6.1pp |
| Employer contribution / active EE | $10,356 | $2,727+279.7% | $3,553+191.4% | $2,019+413.0% |
| Participant deferral / active EE | $0 | $6,976-100.0% | $7,956-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $2,783-100.0% | $11,381-100.0% | $3,203-100.0% |