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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 | $976,846 | $95,369+924.3% | $135,942+618.6% | $74,440+1212.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 24.24% | 32.72%-8.5pp | 68.28%-44.0pp | 34.37%-10.1pp |
| Employer contribution / active EE | $16,301 | $3,878+320.3% | $4,858+235.6% | $2,638+518.0% |
| Participant deferral / active EE | $0 | $7,788-100.0% | $7,759-100.0% | $4,529-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,764-100.0% | $348-100.0% |