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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 | $556,745 | $55,437+904.3% | $155,534+258.0% | $74,459+647.7% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 22.95% | 269.58%-246.6pp | 64.92%-42.0pp | 1369.70%-1346.7pp |
| Employer contribution / active EE | $6,777 | $2,266+199.1% | $4,675+45.0% | $2,626+158.1% |
| Participant deferral / active EE | $19,838 | $2,837+599.2% | $5,630+252.3% | $4,350+356.1% |
| Admin fee / account holder | $0 | $1,742-100.0% | $15,900-100.0% | $1,945-100.0% |