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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 | $272,996 | $89,465+205.1% | $165,100+65.4% | $77,762+251.1% |
| Participation rate | 98.9% | 78.6%+20.3pp | 78.6%+20.3pp | 70.6%+28.3pp |
| Annual return | 26.99% | 28.86%-1.9pp | 70.21%-43.2pp | 31.27%-4.3pp |
| Employer contribution / active EE | $13,467 | $2,565+425.1% | $4,348+209.7% | $2,728+393.6% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |