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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 | $273,839 | $116,081+135.9% | $156,181+75.3% | $79,634+243.9% |
| Participation rate | 99.2% | 75.6%+23.6pp | 78.8%+20.4pp | 62.5%+36.7pp |
| Annual return | 24.07% | 15.89%+8.2pp | 64.87%-40.8pp | 36.46%-12.4pp |
| Employer contribution / active EE | $8,848 | $2,828+212.8% | $4,294+106.1% | $2,529+249.8% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $854-100.0% | $14,586-100.0% | $1,002-100.0% |