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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 | $45,022+531.3% | $85,126+233.9% | $77,714+265.7% |
| Participation rate | 99.4% | 48.7%+50.7pp | 67.5%+31.9pp | 70.6%+28.8pp |
| Annual return | 51.95% | 79.38%-27.4pp | 66.63%-14.7pp | 31.26%+20.7pp |
| Employer contribution / active EE | $13,447 | $1,610+735.2% | $2,731+392.3% | $2,727+393.2% |
| Participant deferral / active EE | $0 | $2,811-100.0% | $4,523-100.0% | $4,649-100.0% |
| Admin fee / account holder | $5 | $913-99.5% | $6,160-99.9% | $433-99.0% |