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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 | $260,849 | $56,640+360.5% | $78,002+234.4% | $55,167+372.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 11.12% | 2868.48%-2857.4pp | 425.99%-414.9pp | 169.23%-158.1pp |
| Employer contribution / active EE | $11,715 | $1,724+579.7% | $2,470+374.3% | $1,963+496.9% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |