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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 | $89,435+319.4% | $164,975+127.4% | $77,714+382.7% |
| Participation rate | 96.9% | 78.6%+18.3pp | 78.6%+18.3pp | 70.6%+26.3pp |
| Annual return | 42.72% | 28.82%+13.9pp | 70.12%-27.4pp | 31.26%+11.5pp |
| Employer contribution / active EE | $16,154 | $2,563+530.3% | $4,343+272.0% | $2,727+492.4% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $2 | $340-99.3% | $12,688-100.0% | $433-99.5% |