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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 | $510,262 | $90,170+465.9% | $150,734+238.5% | $69,733+631.7% |
| Participation rate | 99.1% | 60.2%+38.9pp | 78.4%+20.7pp | 62.5%+36.7pp |
| Annual return | 30.42% | 16.56%+13.9pp | 600.81%-570.4pp | 15.22%+15.2pp |
| Employer contribution / active EE | $24,134 | $3,428+604.0% | $4,918+390.7% | $2,250+972.5% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $6 | $4,600-99.9% | $14,905-100.0% | $3,102-99.8% |