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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 | $122,239+276.4% | $184,200+149.8% | $74,546+517.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 20.44% | 19.95%+0.5pp | 28.80%-8.4pp | 1366.03%-1345.6pp |
| Employer contribution / active EE | $17,724 | $4,537+290.6% | $6,424+175.9% | $2,624+575.3% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |