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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 | $54,558+453.3% | $76,002+297.2% | $74,546+305.0% |
| Participation rate | 99.2% | 60.3%+38.9pp | 69.1%+30.1pp | 67.2%+32.0pp |
| Annual return | 31.89% | 31.83%+0.1pp | 360.07%-328.2pp | 1366.03%-1334.1pp |
| Employer contribution / active EE | $18,609 | $1,778+946.8% | $2,688+592.2% | $2,624+609.1% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $4,257-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $6,414-100.0% | $1,944-100.0% |