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 | $106,264+696.7% | $147,117+475.5% | $77,762+988.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 21.77% | 56.94%-35.2pp | 420.54%-398.8pp | 31.27%-9.5pp |
| Employer contribution / active EE | $15,752 | $4,074+286.7% | $4,932+219.3% | $2,728+477.4% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |