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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 | $300,685 | $62,549+380.7% | $85,705+250.8% | $85,851+250.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 24.47% | 23.77%+0.7pp | 21.49%+3.0pp | 318.63%-294.2pp |
| Employer contribution / active EE | $11,412 | $1,755+550.1% | $2,619+335.8% | $2,565+344.8% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $47 | $4,644-99.0% | $6,877-99.3% | $6,261-99.2% |