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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 | $927,835 | $81,476+1038.8% | $102,383+806.2% | $80,925+1046.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 67.89% | 25.59%+42.3pp | 24.94%+43.0pp | 35.65%+32.2pp |
| Employer contribution / active EE | $13,458 | $3,105+333.5% | $3,870+247.7% | $2,756+388.3% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |