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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 | $278,121 | $80,731+244.5% | $103,374+169.0% | $74,546+273.1% |
| Participation rate | 96.0% | 65.7%+30.3pp | 74.5%+21.4pp | 67.2%+28.7pp |
| Annual return | 30.03% | 27.56%+2.5pp | 24.89%+5.1pp | 1366.03%-1336.0pp |
| Employer contribution / active EE | $4,151 | $3,158+31.5% | $3,869+7.3% | $2,624+58.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |