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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 | $83,369+317.7% | $105,223+230.9% | $67,986+412.2% |
| Participation rate | 98.6% | 56.3%+42.3pp | 75.0%+23.6pp | 57.2%+41.4pp |
| Annual return | 13.04% | 24.64%-11.6pp | 180.65%-167.6pp | 31.67%-18.6pp |
| Employer contribution / active EE | $20,454 | $2,541+705.1% | $3,689+454.5% | $2,019+913.2% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $24 | $4,073-99.4% | $8,859-99.7% | $3,203-99.2% |