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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 | $276,929 | $73,404+277.3% | $87,102+217.9% | $67,584+309.8% |
| Participation rate | 99.7% | 80.9%+18.9pp | 76.9%+22.9pp | 71.3%+28.4pp |
| Annual return | 39.98% | 48.29%-8.3pp | 28.19%+11.8pp | 378.59%-338.6pp |
| Employer contribution / active EE | $4,315 | $2,014+114.3% | $2,521+71.1% | $2,148+100.9% |
| Participant deferral / active EE | $0 | $3,913-100.0% | $4,048-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $7,493-100.0% | $142-100.0% |