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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 | $427,664 | $83,369+413.0% | $105,223+306.4% | $67,986+529.0% |
| Participation rate | 96.9% | 56.3%+40.7pp | 75.0%+21.9pp | 57.2%+39.7pp |
| Annual return | 23.26% | 24.64%-1.4pp | 180.65%-157.4pp | 31.67%-8.4pp |
| Employer contribution / active EE | $24,101 | $2,541+848.6% | $3,689+553.4% | $2,019+1093.9% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $4,073-100.0% | $8,859-100.0% | $3,203-100.0% |