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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 | $464,179 | $69,159+571.2% | $125,195+270.8% | $67,584+586.8% |
| Participation rate | 99.0% | 78.2%+20.8pp | 79.8%+19.2pp | 71.3%+27.7pp |
| Annual return | 26.24% | 27.12%-0.9pp | 43.79%-17.5pp | 378.59%-352.3pp |
| Employer contribution / active EE | $7,273 | $2,023+259.5% | $3,866+88.1% | $2,148+238.6% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,704-100.0% | $142-100.0% |