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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 | $428,145 | $88,186+385.5% | $165,071+159.4% | $74,459+475.0% |
| Participation rate | 99.5% | 73.1%+26.3pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 15.30% | 17.13%-1.8pp | 70.17%-54.9pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $24,944 | $2,600+859.3% | $4,347+473.8% | $2,626+849.9% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,695-100.0% | $1,945-100.0% |