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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 | $347,220 | $125,797+176.0% | $170,057+104.2% | $75,177+361.9% |
| Participation rate | 99.0% | 83.6%+15.4pp | 87.0%+12.0pp | 67.2%+31.8pp |
| Annual return | 19.59% | 27.20%-7.6pp | 53.42%-33.8pp | 160.75%-141.2pp |
| Employer contribution / active EE | $19,750 | $4,616+327.8% | $6,790+190.8% | $2,671+639.4% |
| Participant deferral / active EE | $19,881 | $6,838+190.7% | $10,411+91.0% | $4,126+381.8% |
| Admin fee / account holder | $5 | $8,177-99.9% | $12,826-100.0% | $5,651-99.9% |