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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 | $380,454 | $75,284+405.4% | $91,004+318.1% | $69,631+446.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 33.65% | 48.40%-14.7pp | 4.60%+29.1pp | 27571.02%-27537.4pp |
| Employer contribution / active EE | $7,642 | $2,473+209.0% | $2,456+211.2% | $2,032+276.1% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,548-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |