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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 | $289,537 | $77,677+272.7% | $109,173+165.2% | $79,391+264.7% |
| Participation rate | 95.8% | 67.8%+28.0pp | 75.9%+20.0pp | 70.7%+25.1pp |
| Annual return | 39.79% | 23.44%+16.3pp | 25.75%+14.0pp | 116.88%-77.1pp |
| Employer contribution / active EE | $12,396 | $2,798+343.0% | $3,723+233.0% | $2,428+410.6% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $732-99.7% | $6,755-100.0% | $627-99.6% |