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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 | $297,583 | $80,763+268.5% | $102,412+190.6% | $74,459+299.7% |
| Participation rate | 84.8% | 65.7%+19.1pp | 74.5%+10.3pp | 67.2%+17.6pp |
| Annual return | 14.99% | 27.57%-12.6pp | 24.94%-10.0pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $10,366 | $3,160+228.1% | $3,870+167.9% | $2,626+294.8% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |