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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 | $80,781+406.4% | $102,437+299.4% | $74,478+449.3% |
| Participation rate | 97.0% | 65.7%+31.4pp | 74.5%+22.5pp | 67.2%+29.8pp |
| Annual return | 18.48% | 27.58%-9.1pp | 24.95%-6.5pp | 1370.56%-1352.1pp |
| Employer contribution / active EE | $18,008 | $3,160+469.9% | $3,871+365.3% | $2,626+585.7% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $1 | $2,372-100.0% | $8,388-100.0% | $1,946-99.9% |