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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 | $296,297 | $66,302+346.9% | $110,243+168.8% | $56,287+426.4% |
| Participation rate | 95.8% | 74.9%+20.9pp | 79.8%+16.0pp | 69.9%+25.9pp |
| Annual return | 11.55% | -1.18%+12.7pp | 314.76%-303.2pp | -9.96%+21.5pp |
| Employer contribution / active EE | $20,875 | $2,047+919.7% | $3,827+445.5% | $2,111+888.9% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $698-100.0% | $8,548-100.0% | $521-100.0% |