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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 | $284,421 | $80,753+252.2% | $136,298+108.7% | $62,293+356.6% |
| Participation rate | 99.2% | 73.5%+25.7pp | 81.9%+17.3pp | 69.5%+29.7pp |
| Annual return | 36.75% | 35.83%+0.9pp | 5156.27%-5119.5pp | 28.90%+7.9pp |
| Employer contribution / active EE | $5,525 | $2,884+91.6% | $4,696+17.7% | $2,042+170.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,244-100.0% | $479-100.0% |