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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 | $350,728 | $74,024+373.8% | $78,002+349.6% | $57,658+508.3% |
| Participation rate | 90.6% | 79.7%+10.8pp | 75.5%+15.1pp | 70.2%+20.4pp |
| Annual return | 32.95% | 12.14%+20.8pp | 425.99%-393.0pp | 5.13%+27.8pp |
| Employer contribution / active EE | $8,065 | $2,365+241.0% | $2,470+226.5% | $1,974+308.6% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |