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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 | $274,626 | $82,188+234.1% | $125,391+119.0% | $64,824+323.6% |
| Participation rate | 99.6% | 77.9%+21.7pp | 82.4%+17.3pp | 71.5%+28.2pp |
| Annual return | 20.58% | 3.50%+17.1pp | 572.41%-551.8pp | 32.84%-12.3pp |
| Employer contribution / active EE | $17,868 | $3,617+393.9% | $4,816+271.0% | $2,507+612.7% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |