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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 | $376,232 | $65,960+470.4% | $81,882+359.5% | $77,762+383.8% |
| Participation rate | 98.4% | 65.8%+32.6pp | 72.4%+26.0pp | 70.6%+27.8pp |
| Annual return | 33.84% | 26.64%+7.2pp | 779.47%-745.6pp | 31.27%+2.6pp |
| Employer contribution / active EE | $4,621 | $2,375+94.6% | $2,916+58.5% | $2,728+69.4% |
| Participant deferral / active EE | $0 | $3,505-100.0% | $4,323-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $526-100.0% | $7,360-100.0% | $433-100.0% |