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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 | $460,707 | $58,888+682.3% | $178,498+158.1% | $73,493+526.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 21.57% | 24.86%-3.3pp | 151.09%-129.5pp | 28.51%-6.9pp |
| Employer contribution / active EE | $17,200 | $2,236+669.2% | $5,011+243.2% | $2,270+657.7% |
| Participant deferral / active EE | $11,903 | $2,568+363.5% | $5,202+128.8% | $3,740+218.3% |
| Admin fee / account holder | $107 | $400-73.2% | $13,985-99.2% | $513-79.1% |