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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 | $106,247+169.7% | $147,096+94.8% | $77,714+268.7% |
| Participation rate | 99.6% | 78.4%+21.2pp | 82.2%+17.4pp | 70.6%+29.0pp |
| Annual return | 14.59% | 56.87%-42.3pp | 419.75%-405.2pp | 31.26%-16.7pp |
| Employer contribution / active EE | $2,384 | $4,069-41.4% | $4,936-51.7% | $2,727-12.6% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |