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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 | $477,290 | $64,176+643.7% | $112,263+325.2% | $66,949+612.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 165.92% | -13.80%+179.7pp | 27.49%+138.4pp | 1.57%+164.4pp |
| Employer contribution / active EE | $19,793 | $3,007+558.3% | $3,636+444.3% | $2,545+677.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |