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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 | $340,048 | $63,314+437.1% | $91,004+273.7% | $62,293+445.9% |
| Participation rate | 99.5% | 73.3%+26.1pp | 75.6%+23.9pp | 69.5%+29.9pp |
| Annual return | 43.87% | 21.00%+22.9pp | 4.60%+39.3pp | 28.90%+15.0pp |
| Employer contribution / active EE | $13,560 | $1,807+650.3% | $2,456+452.2% | $2,042+564.0% |
| Participant deferral / active EE | $0 | $2,944-100.0% | $3,548-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $468-100.0% | $5,417-100.0% | $479-100.0% |