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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 | $289,716 | $81,358+256.1% | $155,556+86.2% | $80,959+257.9% |
| Participation rate | 98.6% | 66.3%+32.4pp | 78.2%+20.4pp | 67.7%+31.0pp |
| Annual return | 18.45% | 33.39%-14.9pp | 64.84%-46.4pp | 35.67%-17.2pp |
| Employer contribution / active EE | $15,211 | $3,106+389.7% | $4,675+225.3% | $2,757+451.7% |
| Participant deferral / active EE | $1,555 | $3,455-55.0% | $5,631-72.4% | $4,300-63.8% |
| Admin fee / account holder | $19 | $7,994-99.8% | $15,885-99.9% | $6,925-99.7% |