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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 | $80,748+513.2% | $102,383+383.7% | $74,429+565.3% |
| Participation rate | 94.2% | 65.7%+28.6pp | 74.5%+19.7pp | 67.2%+27.0pp |
| Annual return | 23.62% | 27.57%-4.0pp | 24.94%-1.3pp | 1368.38%-1344.8pp |
| Employer contribution / active EE | $25,342 | $3,159+702.1% | $3,870+554.8% | $2,625+865.4% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $1 | $2,371-100.0% | $8,391-100.0% | $1,944-99.9% |