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 | $95,438+923.5% | $135,998+618.3% | $74,478+1211.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 24.24% | 32.61%-8.4pp | 68.37%-44.1pp | 34.37%-10.1pp |
| Employer contribution / active EE | $16,301 | $3,878+320.4% | $4,860+235.4% | $2,637+518.2% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,761-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,769-100.0% | $347-100.0% |