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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 | $80,731+249.9% | $103,374+173.2% | $74,546+278.9% |
| Participation rate | 98.7% | 65.7%+33.0pp | 74.5%+24.2pp | 67.2%+31.5pp |
| Annual return | 21.49% | 27.56%-6.1pp | 24.89%-3.4pp | 1366.03%-1344.5pp |
| Employer contribution / active EE | $11,255 | $3,158+256.4% | $3,869+190.9% | $2,624+328.9% |
| 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% |