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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 | $478,828 | $98,982+383.8% | $162,185+195.2% | $65,186+634.6% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 50.00% | 24.84%+25.2pp | 115.61%-65.6pp | 29.39%+20.6pp |
| Employer contribution / active EE | $15,119 | $3,467+336.1% | $5,613+169.3% | $2,177+594.5% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,844-100.0% | $847-100.0% |