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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 | $260,773 | $81,474+220.1% | $133,971+94.6% | $73,493+254.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 30.21% | 19.40%+10.8pp | 45.09%-14.9pp | 28.51%+1.7pp |
| Employer contribution / active EE | $11,245 | $2,209+409.0% | $3,919+186.9% | $2,270+395.3% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,929-100.0% | $513-100.0% |