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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 | $436,874 | $81,494+436.1% | $133,982+226.1% | $73,501+494.4% |
| Participation rate | 99.5% | 76.4%+23.1pp | 79.8%+19.6pp | 70.7%+28.8pp |
| Annual return | 38.37% | 19.40%+19.0pp | 45.10%-6.7pp | 28.51%+9.9pp |
| Employer contribution / active EE | $5,248 | $2,210+137.5% | $3,919+33.9% | $2,270+131.1% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $12 | $713-98.4% | $8,930-99.9% | $513-97.7% |