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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 | $479,836 | $101,653+372.0% | $147,080+226.2% | $74,459+544.4% |
| Participation rate | 97.4% | 75.6%+21.8pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 13.71% | 8754.98%-8741.3pp | 420.17%-406.5pp | 1369.70%-1356.0pp |
| Employer contribution / active EE | $19,706 | $3,813+416.8% | $4,933+299.4% | $2,626+650.5% |
| Participant deferral / active EE | $16,012 | $7,304+119.2% | $8,066+98.5% | $4,350+268.1% |
| Admin fee / account holder | $8 | $1,752-99.5% | $12,989-99.9% | $1,945-99.6% |