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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 | $460,106 | $122,063+276.9% | $184,256+149.7% | $74,478+517.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 20.44% | 19.92%+0.5pp | 28.85%-8.4pp | 1370.56%-1350.1pp |
| Employer contribution / active EE | $17,724 | $4,539+290.5% | $6,427+175.8% | $2,626+574.9% |
| Participant deferral / active EE | $0 | $7,144-100.0% | $9,133-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,253-100.0% | $13,899-100.0% | $1,946-100.0% |