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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 | $638,793 | $89,435+614.3% | $164,975+287.2% | $77,714+722.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 78.6%+21.4pp | 70.6%+29.4pp |
| Annual return | 25.38% | 28.82%-3.4pp | 70.12%-44.7pp | 31.26%-5.9pp |
| Employer contribution / active EE | $4,062 | $2,563+58.5% | $4,343-6.5% | $2,727+49.0% |
| 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% |