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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 | $308,171 | $91,474+236.9% | $135,982+126.6% | $71,529+330.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.70% | 29.89%-12.2pp | 68.32%-50.6pp | 28.97%-11.3pp |
| Employer contribution / active EE | $12,726 | $3,705+243.4% | $4,859+161.9% | $2,590+391.4% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |