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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 | $473,599 | $82,678+472.8% | $125,391+277.7% | $68,490+591.5% |
| Participation rate | 98.8% | 75.1%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -14.29% | -5.97%-8.3pp | 572.41%-586.7pp | -7.85%-6.4pp |
| Employer contribution / active EE | $7,804 | $3,382+130.7% | $4,816+62.1% | $2,597+200.5% |
| Participant deferral / active EE | $13,856 | $6,111+126.7% | $7,448+86.0% | $4,028+244.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |