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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 | $502,665 | $80,748+522.5% | $102,383+391.0% | $74,429+575.4% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 16.73% | 27.57%-10.8pp | 24.94%-8.2pp | 1368.38%-1351.7pp |
| Employer contribution / active EE | $15,837 | $3,159+401.3% | $3,870+309.2% | $2,625+503.3% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |