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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 | $284,221 | $45,109+530.1% | $85,240+233.4% | $77,762+265.5% |
| Participation rate | 99.4% | 48.7%+50.7pp | 67.5%+31.9pp | 70.6%+28.8pp |
| Annual return | 51.95% | 79.55%-27.6pp | 66.75%-14.8pp | 31.27%+20.7pp |
| Employer contribution / active EE | $13,447 | $1,602+739.6% | $2,735+391.6% | $2,728+392.9% |
| Participant deferral / active EE | $0 | $2,814-100.0% | $4,527-100.0% | $4,651-100.0% |
| Admin fee / account holder | $5 | $915-99.5% | $6,165-99.9% | $433-99.0% |