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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 | $261,944 | $81,494+221.4% | $133,978+95.5% | $73,497+256.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 19.11% | 19.40%-0.3pp | 45.10%-26.0pp | 28.51%-9.4pp |
| Employer contribution / active EE | $21,056 | $2,210+852.9% | $3,919+437.3% | $2,270+827.6% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |