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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 | $479,836 | $101,591+372.3% | $147,096+226.2% | $74,429+544.7% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 13.71% | 8746.45%-8732.7pp | 419.75%-406.0pp | 1368.38%-1354.7pp |
| Employer contribution / active EE | $19,706 | $3,813+416.9% | $4,936+299.2% | $2,625+650.8% |
| Participant deferral / active EE | $16,012 | $7,302+119.3% | $8,071+98.4% | $4,348+268.2% |
| Admin fee / account holder | $8 | $1,750-99.5% | $13,005-99.9% | $1,944-99.6% |