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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 | $295,239 | $89,588+229.6% | $136,072+117.0% | $77,736+279.8% |
| Participation rate | 79.8% | 74.3%+5.5pp | 76.4%+3.4pp | 70.6%+9.2pp |
| Annual return | 15.50% | 17.42%-1.9pp | 580.46%-565.0pp | 31.26%-15.8pp |
| Employer contribution / active EE | $11,341 | $3,491+224.9% | $4,216+169.0% | $2,728+315.7% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $7,028-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $539-100.0% | $6,718-100.0% | $433-100.0% |