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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 | $577,285 | $76,696+652.7% | $96,538+498.0% | $71,529+707.1% |
| Participation rate | 97.5% | 66.6%+30.9pp | 74.3%+23.2pp | 67.9%+29.6pp |
| Annual return | 60.34% | 48.32%+12.0pp | 35.74%+24.6pp | 28.97%+31.4pp |
| Employer contribution / active EE | $10,361 | $3,032+241.8% | $3,740+177.0% | $2,590+300.1% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |