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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 | $377,481 | $86,225+337.8% | $146,649+157.4% | $86,828+334.7% |
| Participation rate | 99.8% | 78.0%+21.9pp | 80.1%+19.8pp | 72.3%+27.5pp |
| Annual return | 143.29% | 31.23%+112.1pp | 22.75%+120.5pp | 97.95%+45.3pp |
| Employer contribution / active EE | $11,859 | $2,392+395.8% | $4,137+186.6% | $2,406+392.8% |
| Participant deferral / active EE | $0 | $4,245-100.0% | $5,506-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $10,281-100.0% | $170-100.0% |