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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 | $266,014 | $80,812+229.2% | $160,784+65.4% | $82,448+222.6% |
| Participation rate | 92.7% | 66.2%+26.5pp | 77.0%+15.8pp | 68.1%+24.6pp |
| Annual return | 18.00% | 100.59%-82.6pp | 1803.92%-1785.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $7,726 | $2,174+255.4% | $3,733+107.0% | $2,551+202.8% |
| Participant deferral / active EE | $15,248 | $4,335+251.7% | $6,293+142.3% | $4,139+268.4% |
| Admin fee / account holder | $5 | $7,695-99.9% | $9,717-99.9% | $7,234-99.9% |