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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 | $251,885 | $106,264+137.0% | $147,117+71.2% | $77,762+223.9% |
| Participation rate | 80.6% | 78.4%+2.2pp | 82.2%-1.6pp | 70.6%+10.0pp |
| Annual return | 15.12% | 56.94%-41.8pp | 420.54%-405.4pp | 31.27%-16.2pp |
| Employer contribution / active EE | $3,136 | $4,074-23.0% | $4,932-36.4% | $2,728+14.9% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |