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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 | $515,739 | $91,372+464.4% | $130,045+296.6% | $74,460+592.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 21.00% | 23.21%-2.2pp | -137.30%+158.3pp | 34.38%-13.4pp |
| Employer contribution / active EE | $3,243 | $2,563+26.5% | $4,321-25.0% | $2,638+22.9% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $348-100.0% |