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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 | $308,616 | $93,182+231.2% | $146,685+110.4% | $79,393+288.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 18.00% | 21.61%-3.6pp | 22.75%-4.8pp | 116.87%-98.9pp |
| Employer contribution / active EE | $18,627 | $2,420+669.9% | $4,137+350.3% | $2,428+667.3% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,507-100.0% | $4,046-100.0% |
| Admin fee / account holder | $4 | $585-99.3% | $10,281-100.0% | $627-99.4% |