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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 | $376,037 | $100,573+273.9% | $149,600+151.4% | $100,573+273.9% |
| Participation rate | 99.8% | 70.9%+28.8pp | 77.2%+22.6pp | 70.9%+28.8pp |
| Annual return | 41.20% | 18.89%+22.3pp | 129.59%-88.4pp | 18.89%+22.3pp |
| Employer contribution / active EE | $16,442 | $3,763+336.9% | $4,193+292.1% | $3,763+336.9% |
| Participant deferral / active EE | $0 | $4,921-100.0% | $7,203-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $454-100.0% | $13,963-100.0% | $454-100.0% |