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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 | $594,618 | $121,341+390.0% | $189,520+213.7% | $79,393+649.0% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.8%+10.7pp | 70.7%+27.8pp |
| Annual return | 38.43% | 21.08%+17.3pp | 555.25%-516.8pp | 116.87%-78.4pp |
| Employer contribution / active EE | $3,087 | $3,915-21.1% | $6,161-49.9% | $2,428+27.2% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,220-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $651-100.0% | $12,046-100.0% | $627-100.0% |