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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 | $375,130 | $89,465+319.3% | $164,866+127.5% | $77,671+383.0% |
| Participation rate | 96.9% | 78.6%+18.3pp | 78.6%+18.3pp | 70.6%+26.3pp |
| Annual return | 42.72% | 28.81%+13.9pp | 69.97%-27.3pp | 31.21%+11.5pp |
| Employer contribution / active EE | $16,154 | $2,568+529.2% | $4,343+272.0% | $2,726+492.5% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,033-100.0% | $4,648-100.0% |
| Admin fee / account holder | $2 | $340-99.3% | $12,689-100.0% | $430-99.5% |