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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 | $720,851 | $84,936+748.7% | $111,308+547.6% | $79,391+808.0% |
| Participation rate | 99.6% | 75.9%+23.7pp | 77.3%+22.3pp | 70.7%+28.9pp |
| Annual return | 24.72% | 17.45%+7.3pp | 54.67%-29.9pp | 116.88%-92.2pp |
| Employer contribution / active EE | $5,581 | $1,979+182.0% | $2,732+104.3% | $2,428+129.9% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,965-100.0% | $627-100.0% |