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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 | $1,007,841 | $40,435+2392.5% | $80,669+1149.3% | $74,478+1253.2% |
| Participation rate | 97.0% | 47.4%+49.7pp | 67.0%+30.0pp | 70.7%+26.3pp |
| Annual return | 29.31% | 165.22%-135.9pp | 937.61%-908.3pp | 34.37%-5.1pp |
| Employer contribution / active EE | $32,731 | $1,498+2085.6% | $2,724+1101.8% | $2,637+1141.3% |
| Participant deferral / active EE | $0 | $2,673-100.0% | $4,444-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2 | $721-99.8% | $5,384-100.0% | $347-99.5% |