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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 | $277,410 | $80,731+243.6% | $103,374+168.4% | $74,546+272.1% |
| Participation rate | 97.7% | 65.7%+32.1pp | 74.5%+23.2pp | 67.2%+30.5pp |
| Annual return | 13.89% | 27.56%-13.7pp | 24.89%-11.0pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $16,978 | $3,158+437.7% | $3,869+338.8% | $2,624+546.9% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |