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 | $282,792 | $176,471+60.2% | $95,968+194.7% | $90,274+213.3% |
| Participation rate | 100.0% | 86.6%+13.4pp | 77.1%+22.9pp | 73.4%+26.6pp |
| Annual return | 13.09% | 20.15%-7.1pp | 91.65%-78.6pp | 53.97%-40.9pp |
| Employer contribution / active EE | $4,448 | $2,783+59.8% | $2,542+75.0% | $2,523+76.2% |
| Participant deferral / active EE | $0 | $5,325-100.0% | $4,167-100.0% | $4,231-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $6,798-100.0% | $114-100.0% |