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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 | $102,385+482.7% | $147,080+305.6% | $80,935+637.2% |
| Participation rate | 96.1% | 75.9%+20.2pp | 82.2%+13.9pp | 67.7%+28.4pp |
| Annual return | 14.45% | 135.09%-120.6pp | 420.17%-405.7pp | 35.66%-21.2pp |
| Employer contribution / active EE | $14,781 | $3,717+297.7% | $4,933+199.6% | $2,757+436.2% |
| Participant deferral / active EE | $16,918 | $6,651+154.4% | $8,066+109.7% | $4,299+293.5% |
| Admin fee / account holder | $0 | $7,951-100.0% | $12,989-100.0% | $6,924-100.0% |