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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 | $301,795 | $66,601+353.1% | $92,909+224.8% | $67,579+346.6% |
| Participation rate | 99.2% | 72.5%+26.8pp | 76.0%+23.2pp | 71.3%+28.0pp |
| Annual return | 53.23% | 92.58%-39.3pp | 109.44%-56.2pp | 378.56%-325.3pp |
| Employer contribution / active EE | $25,443 | $2,775+816.7% | $3,653+596.4% | $2,148+1084.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,238-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,795-100.0% | $142-100.0% |