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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 | $322,381 | $89,465+260.3% | $165,100+95.3% | $77,762+314.6% |
| Participation rate | 99.6% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+29.0pp |
| Annual return | 35.17% | 28.86%+6.3pp | 70.21%-35.0pp | 31.27%+3.9pp |
| Employer contribution / active EE | $6,349 | $2,565+147.5% | $4,348+46.0% | $2,728+132.7% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |