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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 | $448,407 | $78,562+470.8% | $105,608+324.6% | $74,429+502.5% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 48.10% | 15.94%+32.2pp | 116.50%-68.4pp | 1368.38%-1320.3pp |
| Employer contribution / active EE | $21,021 | $2,521+733.7% | $3,167+563.8% | $2,625+700.9% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,010-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,217-100.0% | $11,028-100.0% | $1,944-100.0% |