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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 | $314,135 | $106,247+195.7% | $147,096+113.6% | $77,714+304.2% |
| Participation rate | 96.9% | 78.4%+18.5pp | 82.2%+14.7pp | 70.6%+26.3pp |
| Annual return | 34.40% | 56.87%-22.5pp | 419.75%-385.3pp | 31.26%+3.1pp |
| Employer contribution / active EE | $7,006 | $4,069+72.2% | $4,936+41.9% | $2,727+156.9% |
| Participant deferral / active EE | $0 | $7,996-100.0% | $8,071-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,005-100.0% | $433-100.0% |