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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 | $273,108 | $76,112+258.8% | $96,544+182.9% | $71,529+281.8% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.3pp | 67.9%+31.4pp |
| Annual return | 97.00% | 22.80%+74.2pp | 25.88%+71.1pp | 28.97%+68.0pp |
| Employer contribution / active EE | $18,366 | $2,248+717.0% | $2,966+519.1% | $2,590+609.2% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |