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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 | $284,775 | $69,383+310.4% | $101,275+181.2% | $73,497+287.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 21.37% | 18.46%+2.9pp | 46.48%-25.1pp | 28.51%-7.1pp |
| Employer contribution / active EE | $20,889 | $2,628+694.7% | $3,660+470.7% | $2,270+820.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |