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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 | $569,056 | $88,137+545.7% | $164,975+244.9% | $74,429+664.6% |
| Participation rate | 98.2% | 73.1%+25.1pp | 78.6%+19.6pp | 67.2%+31.0pp |
| Annual return | 25.97% | 17.13%+8.8pp | 70.12%-44.2pp | 1368.38%-1342.4pp |
| Employer contribution / active EE | $10,020 | $2,597+285.8% | $4,343+130.7% | $2,625+281.7% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |