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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 | $333,422 | $116,081+187.2% | $156,181+113.5% | $79,634+318.7% |
| Participation rate | 99.7% | 75.6%+24.1pp | 78.8%+20.8pp | 62.5%+37.2pp |
| Annual return | 26.68% | 15.89%+10.8pp | 64.87%-38.2pp | 36.46%-9.8pp |
| Employer contribution / active EE | $13,901 | $2,828+391.5% | $4,294+223.8% | $2,529+449.6% |
| Participant deferral / active EE | $0 | $4,584-100.0% | $6,132-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $854-100.0% | $14,586-100.0% | $1,002-100.0% |