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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 | $377,032 | $89,054+323.4% | $102,457+268.0% | $77,692+385.3% |
| Participation rate | 99.9% | 80.9%+19.0pp | 76.5%+23.4pp | 70.6%+29.3pp |
| Annual return | 43.23% | 25.02%+18.2pp | 29.41%+13.8pp | 31.25%+12.0pp |
| Employer contribution / active EE | $14,103 | $2,698+422.7% | $3,022+366.7% | $2,726+417.3% |
| Participant deferral / active EE | $0 | $5,146-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,451-100.0% | $431-100.0% |