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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 | $846,624 | $106,230+697.0% | $147,080+475.6% | $77,736+989.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 21.77% | 56.91%-35.1pp | 420.17%-398.4pp | 31.26%-9.5pp |
| Employer contribution / active EE | $15,752 | $4,072+286.8% | $4,933+219.3% | $2,728+477.5% |
| Participant deferral / active EE | $0 | $8,001-100.0% | $8,066-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $12,989-100.0% | $433-100.0% |