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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 | $320,852 | $42,367+657.3% | $79,583+303.2% | $64,824+395.0% |
| Participation rate | 99.3% | 64.7%+34.6pp | 69.5%+29.9pp | 71.5%+27.9pp |
| Annual return | 50.45% | -12.24%+62.7pp | 0.16%+50.3pp | 32.84%+17.6pp |
| Employer contribution / active EE | $21,045 | $1,181+1682.7% | $2,414+771.9% | $2,507+739.4% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $3,986-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $160-99.9% | $6,835-100.0% | $188-99.9% |