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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 | $565,729 | $104,544+441.1% | $96,534+486.0% | $80,157+605.8% |
| Participation rate | 99.6% | 86.4%+13.2pp | 76.0%+23.6pp | 72.9%+26.7pp |
| Annual return | 33.90% | 21.79%+12.1pp | 25.88%+8.0pp | 40.39%-6.5pp |
| Employer contribution / active EE | $9,607 | $3,527+172.3% | $2,965+224.0% | $2,977+222.7% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,851-100.0% | $5,015-100.0% |
| Admin fee / account holder | $2 | $107-97.7% | $8,253-100.0% | $145-98.3% |