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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 | $568,905 | $78,483+624.9% | $106,201+435.7% | $74,546+663.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 30.91% | 15.94%+15.0pp | 116.26%-85.4pp | 1366.03%-1335.1pp |
| Employer contribution / active EE | $39,955 | $2,522+1484.5% | $3,170+1160.5% | $2,624+1422.5% |
| Participant deferral / active EE | $0 | $4,320-100.0% | $5,012-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,236-100.0% | $11,039-100.0% | $1,944-100.0% |