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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 | $303,261 | $80,748+275.6% | $102,383+196.2% | $74,429+307.5% |
| Participation rate | 99.3% | 65.7%+33.6pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 27.54% | 27.57%0pp | 24.94%+2.6pp | 1368.38%-1340.8pp |
| Employer contribution / active EE | $16,667 | $3,159+427.6% | $3,870+330.6% | $2,625+535.0% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |