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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 | $88,203+385.4% | $165,100+159.3% | $74,478+474.9% |
| Participation rate | 99.5% | 73.1%+26.3pp | 78.6%+20.9pp | 67.2%+32.3pp |
| Annual return | 15.30% | 17.13%-1.8pp | 70.21%-54.9pp | 1370.56%-1355.3pp |
| Employer contribution / active EE | $24,944 | $2,601+859.1% | $4,348+473.7% | $2,626+849.8% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,235-100.0% | $12,696-100.0% | $1,946-100.0% |