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 | $305,760 | $104,544+192.5% | $96,564+216.6% | $80,187+281.3% |
| Participation rate | 99.7% | 86.4%+13.4pp | 76.0%+23.7pp | 72.9%+26.8pp |
| Annual return | 53.11% | 21.79%+31.3pp | 25.89%+27.2pp | 40.40%+12.7pp |
| Employer contribution / active EE | $5,658 | $3,527+60.4% | $2,967+90.7% | $2,980+89.9% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,852-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $8,256-100.0% | $145-100.0% |