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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 | $369,409 | $52,884+598.5% | $84,753+335.9% | $55,167+569.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 27.46% | 18.03%+9.4pp | 22.78%+4.7pp | 169.23%-141.8pp |
| Employer contribution / active EE | $15,050 | $2,233+573.8% | $3,574+321.0% | $1,963+666.8% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |