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 | $514,033 | $84,784+506.3% | $98,462+422.1% | $74,478+590.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 33.68% | 20.59%+13.1pp | 21.20%+12.5pp | 34.37%-0.7pp |
| Employer contribution / active EE | $22,274 | $3,364+562.2% | $3,049+630.5% | $2,637+744.7% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |