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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 | $282,444 | $80,748+249.8% | $102,383+175.9% | $74,429+279.5% |
| Participation rate | 98.7% | 65.7%+33.0pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 21.49% | 27.57%-6.1pp | 24.94%-3.4pp | 1368.38%-1346.9pp |
| Employer contribution / active EE | $11,255 | $3,159+256.3% | $3,870+190.8% | $2,625+328.8% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |