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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 | $272,362 | $78,419+247.3% | $133,978+103.3% | $73,412+271.0% |
| Participation rate | 99.7% | 78.6%+21.1pp | 79.8%+19.9pp | 72.2%+27.6pp |
| Annual return | 106.96% | 33.35%+73.6pp | 45.10%+61.9pp | 59.30%+47.7pp |
| Employer contribution / active EE | $7,043 | $2,044+244.6% | $3,919+79.7% | $2,234+215.3% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-99.8% | $8,930-100.0% | $158-99.7% |