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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 | $80,748+277.5% | $102,383+197.8% | $74,429+309.6% |
| Participation rate | 99.0% | 65.7%+33.4pp | 74.5%+24.5pp | 67.2%+31.8pp |
| Annual return | 17.85% | 27.57%-9.7pp | 24.94%-7.1pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $17,935 | $3,159+467.7% | $3,870+363.4% | $2,625+583.3% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |