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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 | $286,782 | $80,731+255.2% | $103,374+177.4% | $74,546+284.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 18.48% | 27.56%-9.1pp | 24.89%-6.4pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $3,488 | $3,158+10.5% | $3,869-9.8% | $2,624+32.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |