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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 | $505,680 | $60,488+736.0% | $109,916+360.1% | $79,389+537.0% |
| Participation rate | 93.8% | 67.0%+26.8pp | 74.2%+19.6pp | 70.7%+23.1pp |
| Annual return | 59.48% | 189.57%-130.1pp | 29.46%+30.0pp | 116.89%-57.4pp |
| Employer contribution / active EE | $7,356 | $1,649+346.1% | $2,844+158.6% | $2,428+203.0% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,047-100.0% | $4,046-100.0% |
| Admin fee / account holder | $1 | $605-99.8% | $6,069-100.0% | $626-99.8% |