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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 | $106,264+587.4% | $147,117+396.6% | $77,762+839.4% |
| Participation rate | 98.6% | 78.4%+20.2pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 29.42% | 56.94%-27.5pp | 420.54%-391.1pp | 31.27%-1.9pp |
| Employer contribution / active EE | $11,020 | $4,074+170.5% | $4,932+123.4% | $2,728+304.0% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $6 | $334-98.2% | $12,993-100.0% | $433-98.6% |