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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 | $409,086 | $80,731+406.7% | $103,374+295.7% | $74,546+448.8% |
| Participation rate | 97.0% | 65.7%+31.4pp | 74.5%+22.5pp | 67.2%+29.8pp |
| Annual return | 18.48% | 27.56%-9.1pp | 24.89%-6.4pp | 1366.03%-1347.6pp |
| Employer contribution / active EE | $18,008 | $3,158+470.3% | $3,869+365.4% | $2,624+586.2% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $1 | $2,369-100.0% | $8,394-100.0% | $1,944-99.9% |