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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 | $502,210 | $80,731+522.1% | $103,378+385.8% | $74,400+575.0% |
| Participation rate | 93.3% | 65.7%+27.6pp | 74.5%+18.8pp | 67.2%+26.1pp |
| Annual return | 20.65% | 27.56%-6.9pp | 24.91%-4.3pp | 1367.51%-1346.9pp |
| Employer contribution / active EE | $1,641 | $3,159-48.1% | $3,870-57.6% | $2,624-37.5% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,058-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,401-100.0% | $1,944-100.0% |