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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 | $284,221 | $44,980+531.9% | $85,063+234.1% | $77,692+265.8% |
| Participation rate | 99.4% | 48.6%+50.8pp | 67.5%+31.9pp | 70.6%+28.8pp |
| Annual return | 51.95% | 79.13%-27.2pp | 66.54%-14.6pp | 31.25%+20.7pp |
| Employer contribution / active EE | $13,447 | $1,607+736.7% | $2,727+393.1% | $2,726+393.3% |
| Participant deferral / active EE | $0 | $2,804-100.0% | $4,523-100.0% | $4,648-100.0% |
| Admin fee / account holder | $5 | $911-99.5% | $6,155-99.9% | $431-98.9% |