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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 | $366,260 | $60,545+504.9% | $92,240+297.1% | $69,634+426.0% |
| Participation rate | 99.0% | 72.2%+26.9pp | 76.5%+22.5pp | 70.7%+28.3pp |
| Annual return | 13.56% | 19.71%-6.1pp | 176.29%-162.7pp | 27572.26%-27558.7pp |
| Employer contribution / active EE | $18,112 | $2,633+587.8% | $3,680+392.2% | $2,032+791.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |