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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 | $87,465+292.8% | $122,979+179.4% | $65,306+426.0% |
| Participation rate | 100.0% | 66.0%+34.0pp | 77.2%+22.8pp | 57.7%+42.3pp |
| Annual return | 45.45% | 19.76%+25.7pp | 20.12%+25.3pp | 21.94%+23.5pp |
| Employer contribution / active EE | $17,203 | $2,156+698.0% | $3,062+461.8% | $1,967+774.5% |
| Participant deferral / active EE | $0 | $3,705-100.0% | $5,003-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $5,100-100.0% | $12,864-100.0% | $3,480-100.0% |