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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 | $251,885 | $106,110+137.4% | $147,005+71.3% | $77,671+224.3% |
| Participation rate | 80.6% | 78.4%+2.2pp | 82.2%-1.6pp | 70.6%+10.0pp |
| Annual return | 15.12% | 56.77%-41.7pp | 418.76%-403.6pp | 31.21%-16.1pp |
| Employer contribution / active EE | $3,136 | $4,065-22.9% | $4,934-36.5% | $2,726+15.0% |
| Participant deferral / active EE | $0 | $7,992-100.0% | $8,070-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $430-100.0% |