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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 | $268,629 | $99,957+168.7% | $149,745+79.4% | $73,497+265.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 16.52% | 53.87%-37.3pp | 276.72%-260.2pp | 28.51%-12.0pp |
| Employer contribution / active EE | $2,325 | $3,191-27.1% | $4,646-49.9% | $2,270+2.4% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,843-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $9,312-100.0% | $513-100.0% |