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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 | $343,543 | $79,867+330.1% | $120,344+185.5% | $64,340+434.0% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 45.45% | 21.10%+24.3pp | 20.30%+25.1pp | 24.14%+21.3pp |
| Employer contribution / active EE | $17,203 | $1,925+793.8% | $3,020+469.6% | $1,862+824.1% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $5,039-100.0% | $12,742-100.0% | $3,703-100.0% |