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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 | $89,438+260.5% | $164,928+95.5% | $77,692+314.9% |
| Participation rate | 99.6% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+29.0pp |
| Annual return | 35.17% | 28.82%+6.3pp | 70.08%-34.9pp | 31.25%+3.9pp |
| Employer contribution / active EE | $6,349 | $2,567+147.4% | $4,343+46.2% | $2,726+132.9% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,034-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,684-100.0% | $431-100.0% |