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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 | $55,930+436.8% | $76,089+294.6% | $80,925+271.0% |
| Participation rate | 93.4% | 62.1%+31.4pp | 69.1%+24.3pp | 67.7%+25.7pp |
| Annual return | 51.67% | 20.58%+31.1pp | 360.94%-309.3pp | 35.65%+16.0pp |
| Employer contribution / active EE | $17,423 | $1,866+833.6% | $2,690+547.7% | $2,756+532.1% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1 | $5,241-100.0% | $6,418-100.0% | $6,940-100.0% |