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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 | $348,235 | $80,674+331.7% | $119,126+192.3% | $64,340+441.2% |
| Participation rate | 98.6% | 55.2%+43.4pp | 75.8%+22.9pp | 55.2%+43.4pp |
| Annual return | 13.04% | 26.86%-13.8pp | 282.11%-269.1pp | 24.14%-11.1pp |
| Employer contribution / active EE | $20,454 | $2,564+697.7% | $4,034+407.1% | $1,862+998.7% |
| Participant deferral / active EE | $0 | $3,053-100.0% | $5,318-100.0% | $2,980-100.0% |
| Admin fee / account holder | $24 | $4,559-99.5% | $10,693-99.8% | $3,703-99.3% |