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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 | $564,283 | $85,766+557.9% | $136,298+314.0% | $70,126+704.7% |
| Participation rate | 96.5% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 17.95% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $19,412 | $2,966+554.5% | $4,696+313.4% | $2,343+728.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |