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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 | $333,368 | $80,748+312.9% | $102,383+225.6% | $74,429+347.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 19.66% | 27.57%-7.9pp | 24.94%-5.3pp | 1368.38%-1348.7pp |
| Employer contribution / active EE | $6,951 | $3,159+120.0% | $3,870+79.6% | $2,625+164.8% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |