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 | $884,833 | $185,342+377.4% | $111,319+694.9% | $86,828+919.1% |
| Participation rate | 98.9% | 81.0%+18.0pp | 77.3%+21.6pp | 72.3%+26.6pp |
| Annual return | 12.33% | 500.80%-488.5pp | 54.68%-42.3pp | 97.95%-85.6pp |
| Employer contribution / active EE | $17,491 | $2,246+678.7% | $2,732+540.3% | $2,406+626.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |