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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 | $364,265 | $45,123+707.3% | $85,240+327.3% | $74,478+389.1% |
| Participation rate | 97.4% | 49.4%+48.1pp | 67.5%+29.9pp | 67.2%+30.2pp |
| Annual return | 29.19% | 26.32%+2.9pp | 66.75%-37.6pp | 1370.56%-1341.4pp |
| Employer contribution / active EE | $16,596 | $1,459+1037.7% | $2,735+506.7% | $2,626+531.9% |
| Participant deferral / active EE | $0 | $2,736-100.0% | $4,527-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,215-100.0% | $6,165-100.0% | $1,946-100.0% |