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 | $288,919 | $136,853+111.1% | $130,298+121.7% | $80,187+260.3% |
| Participation rate | 99.6% | 81.6%+18.0pp | 76.3%+23.4pp | 72.9%+26.7pp |
| Annual return | 56.79% | 22.66%+34.1pp | 38.90%+17.9pp | 40.40%+16.4pp |
| Employer contribution / active EE | $16,180 | $3,395+376.6% | $4,128+292.0% | $2,980+443.0% |
| Participant deferral / active EE | $0 | $5,856-100.0% | $6,790-100.0% | $5,016-100.0% |
| Admin fee / account holder | $1 | $184-99.4% | $6,025-100.0% | $145-99.2% |