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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 | $746,689 | $92,186+710.0% | $105,624+606.9% | $77,762+860.2% |
| Participation rate | 100.0% | 81.0%+19.0pp | 75.3%+24.7pp | 70.6%+29.4pp |
| Annual return | 13.19% | 17.83%-4.6pp | 116.20%-103.0pp | 31.27%-18.1pp |
| Employer contribution / active EE | $15,836 | $3,376+369.1% | $3,168+399.9% | $2,728+480.5% |
| Participant deferral / active EE | $0 | $5,395-100.0% | $5,013-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $10,961-100.0% | $433-100.0% |