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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 | $280,481 | $91,559+206.3% | $133,978+109.3% | $79,856+251.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 13.92% | 61.85%-47.9pp | 45.10%-31.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $9,262 | $2,384+288.5% | $3,919+136.3% | $2,471+274.8% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6 | $6,321-99.9% | $8,930-99.9% | $5,306-99.9% |