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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 | $428,145 | $88,087+386.0% | $164,866+159.7% | $74,546+474.3% |
| Participation rate | 99.5% | 73.1%+26.4pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 15.30% | 17.27%-2.0pp | 69.97%-54.7pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $24,944 | $2,595+861.1% | $4,343+474.4% | $2,624+850.5% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |