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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 | $380,920 | $53,412+613.2% | $68,509+456.0% | $52,331+627.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 30.92% | 3.42%+27.5pp | 8.27%+22.6pp | 4.54%+26.4pp |
| Employer contribution / active EE | $17,164 | $1,607+968.0% | $2,278+653.5% | $1,882+812.2% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |