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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 | $102,382+482.7% | $147,005+305.8% | $80,874+637.7% |
| Participation rate | 96.1% | 75.8%+20.2pp | 82.2%+13.9pp | 67.6%+28.4pp |
| Annual return | 14.45% | 134.89%-120.4pp | 418.76%-404.3pp | 35.62%-21.2pp |
| Employer contribution / active EE | $14,781 | $3,715+297.9% | $4,934+199.6% | $2,756+436.4% |
| Participant deferral / active EE | $16,918 | $6,646+154.5% | $8,070+109.6% | $4,297+293.7% |
| Admin fee / account holder | $0 | $7,942-100.0% | $13,006-100.0% | $6,935-100.0% |