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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 | $471,134 | $84,940+454.7% | $111,306+323.3% | $79,389+493.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 23.52% | 17.45%+6.1pp | 54.67%-31.2pp | 116.89%-93.4pp |
| Employer contribution / active EE | $19,672 | $1,979+893.8% | $2,732+620.1% | $2,428+710.3% |
| Participant deferral / active EE | $0 | $3,889-100.0% | $4,488-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $537-99.9% | $7,966-100.0% | $626-99.9% |