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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 | $56,063+435.5% | $76,051+294.8% | $80,911+271.0% |
| Participation rate | 93.4% | 62.0%+31.4pp | 69.1%+24.3pp | 67.6%+25.8pp |
| Annual return | 51.67% | 20.54%+31.1pp | 360.42%-308.7pp | 35.63%+16.0pp |
| Employer contribution / active EE | $17,423 | $1,874+829.7% | $2,690+547.8% | $2,756+532.2% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,257-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1 | $5,240-100.0% | $6,416-100.0% | $6,935-100.0% |