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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 | $512,153 | $77,670+559.4% | $109,163+369.2% | $79,393+545.1% |
| Participation rate | 99.2% | 67.8%+31.4pp | 75.9%+23.3pp | 70.7%+28.5pp |
| Annual return | 39.13% | 23.44%+15.7pp | 25.75%+13.4pp | 116.87%-77.7pp |
| Employer contribution / active EE | $23,092 | $2,798+725.2% | $3,723+520.3% | $2,428+851.2% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,754-100.0% | $627-100.0% |