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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 | $406,952 | $66,650+510.6% | $92,916+338.0% | $67,584+502.1% |
| Participation rate | 96.8% | 72.5%+24.3pp | 76.0%+20.8pp | 71.3%+25.5pp |
| Annual return | 17.71% | 92.64%-74.9pp | 109.45%-91.7pp | 378.59%-360.9pp |
| Employer contribution / active EE | $19,545 | $2,777+603.9% | $3,654+435.0% | $2,148+810.0% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $4,238-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,796-100.0% | $142-100.0% |