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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 | $369,289 | $93,182+296.3% | $146,649+151.8% | $79,395+365.1% |
| Participation rate | 99.6% | 76.4%+23.1pp | 80.1%+19.5pp | 70.7%+28.8pp |
| Annual return | 32.88% | 21.61%+11.3pp | 22.75%+10.1pp | 116.90%-84.0pp |
| Employer contribution / active EE | $23,280 | $2,420+862.1% | $4,137+462.7% | $2,428+858.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |