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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 | $715,838 | $91,517+682.2% | $101,275+606.8% | $73,415+875.1% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 60.02% | 17.17%+42.9pp | 46.46%+13.6pp | 59.30%+0.7pp |
| Employer contribution / active EE | $7,488 | $2,877+160.3% | $3,660+104.6% | $2,234+235.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,948-100.0% | $158-100.0% |