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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 | $752,039 | $101,752+639.1% | $164,928+356.0% | $80,911+829.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 34.28% | 16.73%+17.5pp | 70.08%-35.8pp | 35.63%-1.4pp |
| Employer contribution / active EE | $11,095 | $2,953+275.7% | $4,343+155.4% | $2,756+302.6% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $16 | $8,218-99.8% | $12,684-99.9% | $6,935-99.8% |