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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 | $351,124 | $71,873+388.5% | $86,698+305.0% | $68,490+412.7% |
| Participation rate | 98.8% | 72.2%+26.5pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | 131.94% | 3.54%+128.4pp | 35.96%+96.0pp | -7.85%+139.8pp |
| Employer contribution / active EE | $17,133 | $2,173+688.3% | $2,837+503.9% | $2,597+559.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |