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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 | $514,033 | $84,784+506.3% | $98,461+422.1% | $74,460+590.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.2%+24.8pp | 70.7%+29.3pp |
| Annual return | 33.68% | 20.59%+13.1pp | 21.17%+12.5pp | 34.38%-0.7pp |
| Employer contribution / active EE | $22,274 | $3,364+562.2% | $3,049+630.6% | $2,638+744.3% |
| 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% | $8,961-100.0% | $348-100.0% |