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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 | $885,280 | $88,137+904.4% | $164,975+436.6% | $74,429+1089.4% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 63.93% | 17.13%+46.8pp | 70.12%-6.2pp | 1368.38%-1304.4pp |
| Employer contribution / active EE | $13,977 | $2,597+438.1% | $4,343+221.8% | $2,625+432.5% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,231-100.0% | $12,688-100.0% | $1,944-100.0% |