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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 | $631,411 | $91,537+589.8% | $130,045+385.5% | $75,173+739.9% |
| Participation rate | 96.6% | 71.5%+25.1pp | 78.5%+18.1pp | 67.2%+29.4pp |
| Annual return | 42.65% | -631.55%+674.2pp | -137.30%+180.0pp | 160.72%-118.1pp |
| Employer contribution / active EE | $17,151 | $2,845+502.9% | $4,321+296.9% | $2,671+542.1% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,820-100.0% | $4,126-100.0% |
| Admin fee / account holder | $17 | $6,780-99.8% | $10,600-99.8% | $5,651-99.7% |