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 | $597,557 | $93,131+541.6% | $106,554+460.8% | $86,828+588.2% |
| Participation rate | 99.8% | 81.4%+18.3pp | 76.1%+23.6pp | 72.3%+27.5pp |
| Annual return | 36.23% | 19.45%+16.8pp | 26.80%+9.4pp | 97.95%-61.7pp |
| Employer contribution / active EE | $16,011 | $2,895+453.0% | $2,819+467.9% | $2,406+565.4% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |