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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 | $537,346 | $78,419+585.2% | $133,982+301.1% | $73,415+631.9% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.8%+19.5pp | 72.2%+27.2pp |
| Annual return | 26.36% | 33.35%-7.0pp | 45.10%-18.7pp | 59.30%-32.9pp |
| Employer contribution / active EE | $9,326 | $2,044+356.4% | $3,919+138.0% | $2,234+317.5% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,930-100.0% | $158-100.0% |