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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 | $251,102 | $93,182+169.5% | $146,647+71.2% | $79,389+216.3% |
| Participation rate | 96.7% | 76.4%+20.3pp | 80.1%+16.7pp | 70.7%+26.0pp |
| Annual return | 27.16% | 21.61%+5.6pp | 22.75%+4.4pp | 116.89%-89.7pp |
| Employer contribution / active EE | $8,618 | $2,420+256.2% | $4,137+108.3% | $2,428+255.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3 | $585-99.6% | $10,281-100.0% | $626-99.6% |