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 | $368,505 | $144,879+154.4% | $111,319+231.0% | $93,010+296.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 29.93% | 18.11%+11.8pp | 54.68%-24.7pp | 158.70%-128.8pp |
| Employer contribution / active EE | $4,723 | $3,052+54.7% | $2,732+72.9% | $2,705+74.6% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $7,966-100.0% | $152-100.0% |