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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 | $297,871 | $57,096+421.7% | $94,228+216.1% | $55,191+439.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 78.8%+21.2pp | 69.2%+30.8pp |
| Annual return | 5.24% | 159.65%-154.4pp | 10.68%-5.4pp | 10.78%-5.5pp |
| Employer contribution / active EE | $13,183 | $1,708+671.9% | $3,587+267.6% | $1,899+594.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |