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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 | $301,883 | $54,674+452.1% | $76,089+296.8% | $74,429+305.6% |
| Participation rate | 99.2% | 60.3%+38.8pp | 69.1%+30.1pp | 67.2%+32.0pp |
| Annual return | 31.89% | 31.89%0pp | 360.94%-329.1pp | 1368.38%-1336.5pp |
| Employer contribution / active EE | $18,609 | $1,781+944.9% | $2,690+591.8% | $2,625+609.0% |
| Participant deferral / active EE | $0 | $3,071-100.0% | $4,259-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,238-100.0% | $6,418-100.0% | $1,944-100.0% |