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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 | $407,235 | $80,731+404.4% | $103,374+293.9% | $74,546+446.3% |
| Participation rate | 99.3% | 65.7%+33.7pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 36.29% | 27.56%+8.7pp | 24.89%+11.4pp | 1366.03%-1329.7pp |
| Employer contribution / active EE | $6,798 | $3,158+115.3% | $3,869+75.7% | $2,624+159.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |