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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 | $480,043 | $52,884+807.7% | $84,753+466.4% | $55,167+770.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 30.15% | 18.03%+12.1pp | 22.78%+7.4pp | 169.23%-139.1pp |
| Employer contribution / active EE | $18,983 | $2,233+750.0% | $3,574+431.1% | $1,963+867.3% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |