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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 | $807,939 | $122,239+560.9% | $184,200+338.6% | $74,546+983.8% |
| Participation rate | 99.4% | 85.5%+13.9pp | 86.8%+12.6pp | 67.2%+32.2pp |
| Annual return | 32.15% | 19.95%+12.2pp | 28.80%+3.4pp | 1366.03%-1333.9pp |
| Employer contribution / active EE | $3,308 | $4,537-27.1% | $6,424-48.5% | $2,624+26.0% |
| Participant deferral / active EE | $0 | $7,139-100.0% | $9,132-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |