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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 | $277,392 | $89,259+210.8% | $107,187+158.8% | $82,637+235.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 73.88% | 21.02%+52.9pp | 204.55%-130.7pp | 53.51%+20.4pp |
| Employer contribution / active EE | $10,852 | $3,080+252.3% | $3,782+186.9% | $2,552+325.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |