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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 | $314,135 | $106,164+195.9% | $147,041+113.6% | $77,692+304.3% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.8pp | 70.6%+26.3pp |
| Annual return | 34.40% | 56.81%-22.4pp | 419.21%-384.8pp | 31.25%+3.2pp |
| Employer contribution / active EE | $7,006 | $4,066+72.3% | $4,935+42.0% | $2,726+157.0% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |