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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 | $538,525 | $93,617+475.2% | $135,982+296.0% | $75,177+616.3% |
| Participation rate | 94.1% | 75.2%+18.9pp | 81.9%+12.2pp | 67.2%+26.9pp |
| Annual return | 19.13% | 30.89%-11.8pp | 68.32%-49.2pp | 160.75%-141.6pp |
| Employer contribution / active EE | $11,199 | $3,538+216.5% | $4,859+130.5% | $2,671+319.3% |
| Participant deferral / active EE | $13,351 | $6,406+108.4% | $7,760+72.1% | $4,126+223.6% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |