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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 | $495,178 | $80,781+513.0% | $102,437+383.4% | $74,478+564.9% |
| Participation rate | 94.2% | 65.7%+28.6pp | 74.5%+19.7pp | 67.2%+27.0pp |
| Annual return | 23.62% | 27.58%-4.0pp | 24.95%-1.3pp | 1370.56%-1346.9pp |
| Employer contribution / active EE | $25,342 | $3,160+701.9% | $3,871+554.7% | $2,626+864.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,372-100.0% | $8,388-100.0% | $1,946-99.9% |