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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 | $54,690+452.0% | $76,030+297.1% | $74,478+305.3% |
| Participation rate | 99.2% | 60.3%+38.8pp | 69.1%+30.1pp | 67.2%+31.9pp |
| Annual return | 31.89% | 31.92%0pp | 361.54%-329.6pp | 1370.56%-1338.7pp |
| Employer contribution / active EE | $18,609 | $1,781+944.8% | $2,688+592.4% | $2,626+608.6% |
| Participant deferral / active EE | $0 | $3,070-100.0% | $4,257-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,240-100.0% | $6,421-100.0% | $1,946-100.0% |