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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 | $846,624 | $106,164+697.5% | $147,041+475.8% | $77,692+989.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 21.77% | 56.81%-35.0pp | 419.21%-397.4pp | 31.25%-9.5pp |
| Employer contribution / active EE | $15,752 | $4,066+287.4% | $4,935+219.2% | $2,726+477.8% |
| Participant deferral / active EE | $0 | $7,993-100.0% | $8,071-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |