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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 | $45,119+707.3% | $85,126+327.9% | $74,429+389.4% |
| Participation rate | 97.4% | 49.4%+48.1pp | 67.5%+29.9pp | 67.2%+30.2pp |
| Annual return | 29.19% | 26.28%+2.9pp | 66.63%-37.4pp | 1368.38%-1339.2pp |
| Employer contribution / active EE | $16,596 | $1,460+1036.4% | $2,731+507.6% | $2,625+532.2% |
| Participant deferral / active EE | $0 | $2,738-100.0% | $4,523-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,214-100.0% | $6,160-100.0% | $1,944-100.0% |