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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 | $79,223+1320.7% | $102,460+998.5% | $74,478+1411.2% |
| Participation rate | 98.8% | 74.8%+24.0pp | 76.5%+22.3pp | 67.2%+31.6pp |
| Annual return | 128.57% | 54.98%+73.6pp | 29.47%+99.1pp | 1370.56%-1242.0pp |
| Employer contribution / active EE | $24,657 | $2,363+943.4% | $3,025+715.1% | $2,626+838.9% |
| Participant deferral / active EE | $0 | $4,417-100.0% | $5,056-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,003-100.0% | $9,460-100.0% | $1,946-100.0% |