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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 | $286,317 | $60,776+371.1% | $85,693+234.1% | $79,393+260.6% |
| Participation rate | 99.2% | 62.1%+37.1pp | 69.9%+29.3pp | 70.7%+28.5pp |
| Annual return | 26.48% | 16.57%+9.9pp | 21.49%+5.0pp | 116.87%-90.4pp |
| Employer contribution / active EE | $7,417 | $1,663+346.0% | $2,618+183.3% | $2,428+205.5% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $6,874-100.0% | $627-100.0% |