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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 | $301,057 | $121,341+148.1% | $189,545+58.8% | $79,389+279.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 16.51% | 21.08%-4.6pp | 555.36%-538.9pp | 116.89%-100.4pp |
| Employer contribution / active EE | $14,710 | $3,915+275.7% | $6,162+138.7% | $2,428+505.9% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,049-100.0% | $626-100.0% |