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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 | $892,231 | $39,948+2133.5% | $89,441+897.6% | $73,415+1115.3% |
| Participation rate | 96.6% | 50.4%+46.1pp | 68.0%+28.6pp | 72.2%+24.4pp |
| Annual return | 111.67% | 50.12%+61.5pp | 245.62%-133.9pp | 59.30%+52.4pp |
| Employer contribution / active EE | $21,202 | $1,200+1667.0% | $2,588+719.4% | $2,234+849.1% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,891-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,885-100.0% | $158-100.0% |