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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 | $250,066 | $65,820+279.9% | $108,745+130.0% | $57,658+333.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 77.7%+22.3pp | 70.2%+29.8pp |
| Annual return | 9.06% | 21.32%-12.3pp | 46.22%-37.2pp | 5.13%+3.9pp |
| Employer contribution / active EE | $6,374 | $2,285+178.9% | $3,323+91.8% | $1,974+222.9% |
| Participant deferral / active EE | $6,664 | $3,578+86.3% | $5,121+30.1% | $3,061+117.7% |
| Admin fee / account holder | $3 | $91-96.4% | $6,144-99.9% | $95-96.6% |