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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 | $286,541 | $106,164+169.9% | $147,041+94.9% | $77,692+268.8% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.5pp | 70.6%+29.1pp |
| Annual return | 14.59% | 56.81%-42.2pp | 419.21%-404.6pp | 31.25%-16.7pp |
| Employer contribution / active EE | $2,384 | $4,066-41.4% | $4,935-51.7% | $2,726-12.6% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |