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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 | $596,621 | $102,422+482.5% | $147,117+305.5% | $80,959+636.9% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.2%+13.9pp | 67.7%+28.4pp |
| Annual return | 14.45% | 135.16%-120.7pp | 420.54%-406.1pp | 35.67%-21.2pp |
| Employer contribution / active EE | $14,781 | $3,717+297.6% | $4,932+199.7% | $2,757+436.1% |
| Participant deferral / active EE | $16,918 | $6,652+154.3% | $8,065+109.8% | $4,300+293.4% |
| Admin fee / account holder | $0 | $7,953-100.0% | $12,993-100.0% | $6,925-100.0% |