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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 | $365,047 | $86,341+322.8% | $125,195+191.6% | $65,188+460.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 82.42% | 27.44%+55.0pp | 43.79%+38.6pp | 29.38%+53.0pp |
| Employer contribution / active EE | $5,939 | $2,040+191.2% | $3,866+53.6% | $2,177+172.8% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,704-100.0% | $847-100.0% |