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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 | $677,586 | $76,112+790.3% | $96,544+601.8% | $71,529+847.3% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.0pp | 67.9%+31.0pp |
| Annual return | 350.00% | 22.80%+327.2pp | 25.88%+324.1pp | 28.97%+321.0pp |
| Employer contribution / active EE | $7,653 | $2,248+240.4% | $2,966+158.0% | $2,590+195.5% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |