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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 | $603,980 | $82,163+635.1% | $125,381+381.7% | $64,819+831.8% |
| Participation rate | 99.4% | 77.9%+21.5pp | 82.4%+17.0pp | 71.5%+27.9pp |
| Annual return | 2.63% | 3.49%-0.9pp | 572.31%-569.7pp | 32.84%-30.2pp |
| Employer contribution / active EE | $12,572 | $3,616+247.7% | $4,815+161.1% | $2,507+401.5% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $9 | $163-94.8% | $10,007-99.9% | $188-95.5% |