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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 | $85,515+301.7% | $112,040+206.6% | $67,986+405.3% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 45.45% | 29.68%+15.8pp | 24.52%+20.9pp | 31.67%+13.8pp |
| Employer contribution / active EE | $17,203 | $2,191+685.2% | $2,954+482.4% | $2,019+752.2% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |