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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 | $374,065 | $56,443+562.7% | $83,831+346.2% | $55,727+571.2% |
| Participation rate | 98.7% | 72.0%+26.7pp | 76.1%+22.5pp | 70.9%+27.8pp |
| Annual return | 15.25% | 393.67%-378.4pp | 850.99%-835.7pp | 244.94%-229.7pp |
| Employer contribution / active EE | $19,919 | $2,682+642.8% | $3,631+448.6% | $2,078+858.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $156-100.0% | $5,479-100.0% | $115-100.0% |