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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 | $76,137+626.2% | $96,564+472.6% | $71,535+672.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 87.89% | 22.81%+65.1pp | 25.89%+62.0pp | 28.97%+58.9pp |
| Employer contribution / active EE | $11,150 | $2,248+396.1% | $2,967+275.8% | $2,590+330.5% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,852-100.0% | $4,292-100.0% |
| Admin fee / account holder | $0 | $2,710-100.0% | $8,256-100.0% | $1,589-100.0% |