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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 | $461,267 | $88,137+423.4% | $164,975+179.6% | $74,429+519.7% |
| Participation rate | 86.7% | 73.1%+13.6pp | 78.6%+8.1pp | 67.2%+19.5pp |
| Annual return | 12.16% | 17.13%-5.0pp | 70.12%-58.0pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $1,596 | $2,597-38.6% | $4,343-63.3% | $2,625-39.2% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |