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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 | $82,979+787.2% | $102,412+618.8% | $77,736+847.0% |
| Participation rate | 98.4% | 71.5%+26.9pp | 74.5%+23.9pp | 70.6%+27.8pp |
| Annual return | 40.08% | 19.11%+21.0pp | 24.94%+15.1pp | 31.26%+8.8pp |
| Employer contribution / active EE | $13,651 | $3,554+284.1% | $3,870+252.7% | $2,728+400.4% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |