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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 | $283,376 | $91,372+210.1% | $130,045+117.9% | $74,460+280.6% |
| Participation rate | 99.6% | 77.8%+21.8pp | 78.5%+21.1pp | 70.7%+28.9pp |
| Annual return | 66.53% | 23.21%+43.3pp | -137.30%+203.8pp | 34.38%+32.2pp |
| Employer contribution / active EE | $15,610 | $2,563+508.9% | $4,321+261.2% | $2,638+491.7% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $348-100.0% |