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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 | $599,935 | $93,182+543.8% | $146,649+309.1% | $79,395+655.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 40.30% | 21.61%+18.7pp | 22.75%+17.5pp | 116.90%-76.6pp |
| Employer contribution / active EE | $5,457 | $2,420+125.5% | $4,137+31.9% | $2,428+124.8% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |