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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 | $89,435+260.5% | $164,975+95.4% | $77,714+314.8% |
| Participation rate | 99.6% | 78.6%+20.9pp | 78.6%+20.9pp | 70.6%+29.0pp |
| Annual return | 35.17% | 28.82%+6.3pp | 70.12%-35.0pp | 31.26%+3.9pp |
| Employer contribution / active EE | $6,349 | $2,563+147.7% | $4,343+46.2% | $2,727+132.8% |
| Participant deferral / active EE | $0 | $4,901-100.0% | $6,033-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,688-100.0% | $433-100.0% |