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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 | $1,125,477 | $79,189+1321.3% | $102,457+998.5% | $74,400+1412.7% |
| Participation rate | 98.8% | 74.8%+24.0pp | 76.5%+22.3pp | 67.2%+31.6pp |
| Annual return | 128.57% | 54.98%+73.6pp | 29.41%+99.2pp | 1367.51%-1238.9pp |
| Employer contribution / active EE | $24,657 | $2,362+943.8% | $3,022+715.9% | $2,624+839.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,054-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $9,451-100.0% | $1,944-100.0% |