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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 | $338,854 | $100,272+237.9% | $170,057+99.3% | $74,473+355.0% |
| Participation rate | 99.7% | 87.4%+12.3pp | 87.0%+12.7pp | 70.7%+28.9pp |
| Annual return | 18.39% | 66.12%-47.7pp | 53.42%-35.0pp | 34.36%-16.0pp |
| Employer contribution / active EE | $8,592 | $4,266+101.4% | $6,790+26.5% | $2,638+225.7% |
| Participant deferral / active EE | $0 | $7,147-100.0% | $10,411-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $12,826-100.0% | $347-100.0% |