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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 | $65,946+470.5% | $81,783+360.0% | $77,671+384.4% |
| Participation rate | 98.4% | 65.8%+32.6pp | 72.4%+26.0pp | 70.6%+27.8pp |
| Annual return | 33.84% | 26.65%+7.2pp | 775.05%-741.2pp | 31.21%+2.6pp |
| Employer contribution / active EE | $4,621 | $2,371+94.9% | $2,913+58.7% | $2,726+69.5% |
| Participant deferral / active EE | $0 | $3,507-100.0% | $4,320-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $7,380-100.0% | $430-100.0% |