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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 | $387,781 | $80,763+380.1% | $102,412+278.6% | $74,459+420.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 27.87% | 27.57%+0.3pp | 24.94%+2.9pp | 1369.70%-1341.8pp |
| Employer contribution / active EE | $6,623 | $3,160+109.6% | $3,870+71.1% | $2,626+152.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |