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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 | $284,378 | $105,200+170.3% | $159,474+78.3% | $85,847+231.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 33.94% | 45.08%-11.1pp | 263.68%-229.7pp | 318.61%-284.7pp |
| Employer contribution / active EE | $12,320 | $3,319+271.2% | $4,831+155.0% | $2,565+380.2% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |