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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 | $311,841 | $82,163+279.5% | $125,381+148.7% | $64,819+381.1% |
| Participation rate | 99.8% | 77.9%+21.9pp | 82.4%+17.4pp | 71.5%+28.4pp |
| Annual return | 20.61% | 3.49%+17.1pp | 572.31%-551.7pp | 32.84%-12.2pp |
| Employer contribution / active EE | $7,739 | $3,616+114.0% | $4,815+60.7% | $2,507+208.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |