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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 | $609,407 | $86,225+606.8% | $146,649+315.6% | $86,828+601.9% |
| Participation rate | 99.4% | 78.0%+21.4pp | 80.1%+19.3pp | 72.3%+27.1pp |
| Annual return | 18.00% | 31.23%-13.2pp | 22.75%-4.7pp | 97.95%-79.9pp |
| Employer contribution / active EE | $18,908 | $2,392+690.5% | $4,137+357.1% | $2,406+685.8% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |