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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 | $392,187 | $80,763+385.6% | $102,412+282.9% | $74,459+426.7% |
| Participation rate | 99.1% | 65.7%+33.5pp | 74.5%+24.6pp | 67.2%+31.9pp |
| Annual return | 28.67% | 27.57%+1.1pp | 24.94%+3.7pp | 1369.70%-1341.0pp |
| Employer contribution / active EE | $19,090 | $3,160+504.1% | $3,870+393.3% | $2,626+627.0% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $6 | $2,371-99.8% | $8,388-99.9% | $1,945-99.7% |