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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 | $407,235 | $80,763+404.2% | $102,412+297.6% | $74,459+446.9% |
| Participation rate | 99.3% | 65.7%+33.7pp | 74.5%+24.8pp | 67.2%+32.1pp |
| Annual return | 36.29% | 27.57%+8.7pp | 24.94%+11.4pp | 1369.70%-1333.4pp |
| Employer contribution / active EE | $6,798 | $3,160+115.1% | $3,870+75.7% | $2,626+158.9% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |