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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 | $291,219 | $63,346+359.7% | $92,240+215.7% | $70,126+315.3% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 20.44% | 530.19%-509.8pp | 176.29%-155.9pp | 73.15%-52.7pp |
| Employer contribution / active EE | $7,894 | $2,471+219.4% | $3,680+114.5% | $2,343+237.0% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |