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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 | $345,383 | $65,557+426.8% | $64,085+438.9% | $71,476+383.2% |
| Participation rate | 98.9% | 73.2%+25.7pp | 72.3%+26.6pp | 67.9%+30.9pp |
| Annual return | 53.14% | 18.94%+34.2pp | 33.69%+19.4pp | 28.85%+24.3pp |
| Employer contribution / active EE | $10,623 | $2,669+298.0% | $2,747+286.7% | $2,589+310.4% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,881-100.0% | $4,290-100.0% |
| Admin fee / account holder | $1 | $616-99.9% | $3,069-100.0% | $1,587-100.0% |