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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 | $89,435+205.2% | $164,975+65.5% | $77,714+251.3% |
| Participation rate | 98.9% | 78.6%+20.3pp | 78.6%+20.3pp | 70.6%+28.4pp |
| Annual return | 26.99% | 28.82%-1.8pp | 70.12%-43.1pp | 31.26%-4.3pp |
| Employer contribution / active EE | $13,467 | $2,563+425.5% | $4,343+210.1% | $2,727+393.9% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |