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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 | $298,749 | $95,417+213.1% | $135,974+119.7% | $74,460+301.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 17.22% | 32.76%-15.5pp | 68.30%-51.1pp | 34.38%-17.2pp |
| Employer contribution / active EE | $19,086 | $3,878+392.2% | $4,859+292.8% | $2,638+623.5% |
| Participant deferral / active EE | $0 | $7,789-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,767-100.0% | $348-100.0% |