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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 | $730,497 | $89,435+716.8% | $164,975+342.8% | $77,714+840.0% |
| Participation rate | 98.1% | 78.6%+19.5pp | 78.6%+19.5pp | 70.6%+27.5pp |
| Annual return | 28.67% | 28.82%-0.1pp | 70.12%-41.5pp | 31.26%-2.6pp |
| Employer contribution / active EE | $16,095 | $2,563+528.0% | $4,343+270.6% | $2,727+490.3% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |