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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 | $730,508 | $106,247+587.6% | $147,096+396.6% | $77,714+840.0% |
| Participation rate | 98.6% | 78.4%+20.3pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 29.42% | 56.87%-27.4pp | 419.75%-390.3pp | 31.26%-1.8pp |
| Employer contribution / active EE | $11,020 | $4,069+170.8% | $4,936+123.3% | $2,727+304.2% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $6 | $338-98.2% | $13,005-100.0% | $433-98.6% |