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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 | $304,853 | $80,731+277.6% | $103,374+194.9% | $74,546+308.9% |
| Participation rate | 99.0% | 65.7%+33.4pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 17.85% | 27.56%-9.7pp | 24.89%-7.0pp | 1366.03%-1348.2pp |
| Employer contribution / active EE | $17,935 | $3,158+468.0% | $3,869+363.5% | $2,624+583.4% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |