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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 | $289,272 | $104,336+177.2% | $159,495+81.4% | $86,828+233.2% |
| Participation rate | 99.6% | 77.7%+21.9pp | 82.8%+16.8pp | 72.3%+27.3pp |
| Annual return | 37.02% | 26.32%+10.7pp | 263.72%-226.7pp | 97.95%-60.9pp |
| Employer contribution / active EE | $3,977 | $3,451+15.2% | $4,831-17.7% | $2,406+65.3% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,354-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |