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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 | $88,203+545.2% | $165,100+244.7% | $74,478+664.1% |
| Participation rate | 98.2% | 73.1%+25.1pp | 78.6%+19.6pp | 67.2%+31.0pp |
| Annual return | 25.97% | 17.13%+8.8pp | 70.21%-44.2pp | 1370.56%-1344.6pp |
| Employer contribution / active EE | $10,020 | $2,601+285.3% | $4,348+130.4% | $2,626+281.5% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |