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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 | $356,638 | $77,677+359.1% | $109,188+226.6% | $79,389+349.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 25.49% | 23.44%+2.0pp | 25.76%-0.3pp | 116.89%-91.4pp |
| Employer contribution / active EE | $12,894 | $2,798+360.8% | $3,723+246.3% | $2,428+431.1% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |