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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 | $515,517 | $44,850+1049.4% | $60,547+751.4% | $59,633+764.5% |
| Participation rate | 98.7% | 59.5%+39.2pp | 68.0%+30.7pp | 68.7%+30.0pp |
| Annual return | 18.39% | 1074.14%-1055.8pp | 335.64%-317.3pp | 2041.45%-2023.1pp |
| Employer contribution / active EE | $30,701 | $1,462+2000.1% | $2,419+1169.0% | $2,203+1293.8% |
| Participant deferral / active EE | $0 | $2,230-100.0% | $3,328-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,635-100.0% | $4,536-100.0% | $4,297-100.0% |