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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 | $266,055 | $63,114+321.5% | $92,909+186.4% | $65,185+308.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 28.90% | 28.75%+0.1pp | 109.44%-80.5pp | 29.38%-0.5pp |
| Employer contribution / active EE | $24,863 | $2,571+867.2% | $3,653+580.6% | $2,177+1042.2% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |