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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 | $626,073 | $106,236+489.3% | $112,249+457.8% | $64,819+865.9% |
| Participation rate | 98.5% | 71.7%+26.8pp | 75.1%+23.4pp | 71.5%+27.0pp |
| Annual return | 77.86% | -6.02%+83.9pp | 27.48%+50.4pp | 32.84%+45.0pp |
| Employer contribution / active EE | $16,065 | $3,166+407.4% | $3,636+341.8% | $2,507+540.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,412-100.0% | $188-100.0% |