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 | $89,123+323.0% | $102,460+268.0% | $77,762+384.9% |
| Participation rate | 99.9% | 80.9%+19.0pp | 76.5%+23.4pp | 70.6%+29.3pp |
| Annual return | 43.23% | 25.05%+18.2pp | 29.47%+13.8pp | 31.27%+12.0pp |
| Employer contribution / active EE | $14,103 | $2,700+422.4% | $3,025+366.2% | $2,728+417.0% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |