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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 | $76,696+331.1% | $96,538+242.5% | $71,529+362.2% |
| Participation rate | 98.0% | 66.6%+31.4pp | 74.3%+23.6pp | 67.9%+30.1pp |
| Annual return | 15.76% | 48.32%-32.6pp | 35.74%-20.0pp | 28.97%-13.2pp |
| Employer contribution / active EE | $17,781 | $3,032+486.5% | $3,740+375.4% | $2,590+586.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |