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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 | $552,884 | $76,112+626.4% | $96,534+472.7% | $71,511+673.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 87.89% | 22.81%+65.1pp | 25.88%+62.0pp | 28.86%+59.0pp |
| Employer contribution / active EE | $11,150 | $2,248+396.0% | $2,965+276.0% | $2,589+330.6% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |