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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 | $485,797 | $80,674+502.2% | $119,126+307.8% | $64,340+655.1% |
| Participation rate | 100.0% | 55.2%+44.8pp | 75.8%+24.2pp | 55.2%+44.8pp |
| Annual return | 30.42% | 26.86%+3.6pp | 282.11%-251.7pp | 24.14%+6.3pp |
| Employer contribution / active EE | $24,769 | $2,564+866.0% | $4,034+514.1% | $1,862+1230.5% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $6 | $4,559-99.9% | $10,693-99.9% | $3,703-99.8% |