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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 | $106,247+137.1% | $147,096+71.2% | $77,714+224.1% |
| Participation rate | 80.6% | 78.4%+2.2pp | 82.2%-1.6pp | 70.6%+10.0pp |
| Annual return | 15.12% | 56.87%-41.8pp | 419.75%-404.6pp | 31.26%-16.1pp |
| Employer contribution / active EE | $3,136 | $4,069-22.9% | $4,936-36.5% | $2,727+15.0% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |