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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 | $426,548 | $66,302+543.3% | $110,241+286.9% | $56,287+657.8% |
| Participation rate | 99.1% | 74.9%+24.2pp | 79.8%+19.3pp | 69.9%+29.2pp |
| Annual return | 16.57% | -1.18%+17.7pp | 314.75%-298.2pp | -9.96%+26.5pp |
| Employer contribution / active EE | $22,143 | $2,047+981.6% | $3,827+478.7% | $2,111+948.9% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |