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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 | $330,636 | $76,669+331.3% | $96,496+242.6% | $71,476+362.6% |
| Participation rate | 98.0% | 66.6%+31.4pp | 74.3%+23.6pp | 67.9%+30.1pp |
| Annual return | 15.76% | 48.29%-32.5pp | 35.70%-19.9pp | 28.85%-13.1pp |
| Employer contribution / active EE | $17,781 | $3,031+486.6% | $3,738+375.7% | $2,589+586.9% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,879-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,731-100.0% | $1,587-100.0% |