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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 | $736,156 | $82,972+787.2% | $103,374+612.1% | $77,671+847.8% |
| Participation rate | 98.4% | 71.5%+26.9pp | 74.5%+23.9pp | 70.6%+27.9pp |
| Annual return | 40.08% | 19.14%+20.9pp | 24.89%+15.2pp | 31.21%+8.9pp |
| Employer contribution / active EE | $13,651 | $3,554+284.1% | $3,869+252.8% | $2,726+400.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,394-100.0% | $430-100.0% |