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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 | $518,266 | $122,042+324.7% | $184,243+181.3% | $74,429+596.3% |
| Participation rate | 96.4% | 85.5%+10.9pp | 86.8%+9.6pp | 67.2%+29.2pp |
| Annual return | 14.52% | 19.91%-5.4pp | 28.82%-14.3pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $22,979 | $4,538+406.4% | $6,427+257.5% | $2,625+775.4% |
| Participant deferral / active EE | $10,999 | $7,143+54.0% | $9,132+20.4% | $4,348+153.0% |
| Admin fee / account holder | $0 | $1,252-100.0% | $13,914-100.0% | $1,944-100.0% |