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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 | $495,834 | $80,983+512.3% | $96,544+413.6% | $75,177+559.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 48.06% | 27.05%+21.0pp | 25.88%+22.2pp | 160.75%-112.7pp |
| Employer contribution / active EE | $16,442 | $2,282+620.4% | $2,966+454.3% | $2,671+515.6% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,254-100.0% | $5,651-100.0% |