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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 | $97,698+610.1% | $126,068+450.3% | $69,733+894.9% |
| Participation rate | 99.4% | 77.5%+21.8pp | 84.7%+14.7pp | 62.5%+36.9pp |
| Annual return | 25.58% | 22.88%+2.7pp | 15.01%+10.6pp | 15.22%+10.4pp |
| Employer contribution / active EE | $10,356 | $2,577+301.8% | $3,968+161.0% | $2,250+360.2% |
| Participant deferral / active EE | $0 | $6,095-100.0% | $8,214-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $2,980-100.0% | $18,264-100.0% | $3,102-100.0% |