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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 | $287,209 | $76,696+274.5% | $96,538+197.5% | $71,529+301.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 40.89% | 48.32%-7.4pp | 35.74%+5.2pp | 28.97%+11.9pp |
| Employer contribution / active EE | $6,498 | $3,032+114.4% | $3,740+73.7% | $2,590+150.9% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |