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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 | $90,170+286.2% | $150,734+131.0% | $69,733+399.4% |
| Participation rate | 98.6% | 60.2%+38.4pp | 78.4%+20.2pp | 62.5%+36.2pp |
| Annual return | 13.04% | 16.56%-3.5pp | 600.81%-587.8pp | 15.22%-2.2pp |
| Employer contribution / active EE | $20,454 | $3,428+496.6% | $4,918+315.9% | $2,250+808.9% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $5,610-100.0% | $3,054-100.0% |
| Admin fee / account holder | $24 | $4,600-99.5% | $14,905-99.8% | $3,102-99.2% |