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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 | $1,033,490 | $99,212+941.7% | $96,564+970.3% | $74,478+1287.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 25.23% | 22.40%+2.8pp | 25.89%-0.7pp | 34.37%-9.1pp |
| Employer contribution / active EE | $4,849 | $2,569+88.7% | $2,967+63.4% | $2,637+83.9% |
| Participant deferral / active EE | $0 | $4,938-100.0% | $4,852-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $225-100.0% | $8,256-100.0% | $347-100.0% |