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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 | $449,035 | $95,904+368.2% | $173,730+158.5% | $64,340+597.9% |
| Participation rate | 97.0% | 60.6%+36.4pp | 79.6%+17.4pp | 55.2%+41.7pp |
| Annual return | 27.53% | 17.47%+10.1pp | 19.96%+7.6pp | 24.14%+3.4pp |
| Employer contribution / active EE | $16,483 | $2,323+609.7% | $4,577+260.1% | $1,862+785.4% |
| Participant deferral / active EE | $0 | $3,488-100.0% | $6,326-100.0% | $2,980-100.0% |
| Admin fee / account holder | $117 | $5,089-97.7% | $17,523-99.3% | $3,703-96.9% |