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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 | $438,246 | $145,174+201.9% | $182,262+140.4% | $69,255+532.8% |
| Participation rate | 97.0% | 77.3%+19.7pp | 84.2%+12.7pp | 69.0%+27.9pp |
| Annual return | 19.25% | 24.21%-5.0pp | 140.60%-121.3pp | 26.73%-7.5pp |
| Employer contribution / active EE | $9,887 | $4,864+103.3% | $5,046+96.0% | $2,645+273.8% |
| Participant deferral / active EE | $0 | $7,703-100.0% | $8,276-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $791-100.0% | $16,712-100.0% | $733-100.0% |