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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 | $300,214 | $55,902+437.0% | $76,030+294.9% | $80,959+270.8% |
| Participation rate | 93.4% | 62.1%+31.3pp | 69.1%+24.3pp | 67.7%+25.7pp |
| Annual return | 51.67% | 20.59%+31.1pp | 361.54%-309.9pp | 35.67%+16.0pp |
| Employer contribution / active EE | $17,423 | $1,867+833.3% | $2,688+548.3% | $2,757+531.9% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,257-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1 | $5,239-100.0% | $6,421-100.0% | $6,925-100.0% |