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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 | $78,607+470.4% | $105,624+324.5% | $74,478+502.1% |
| Participation rate | 99.2% | 72.8%+26.4pp | 75.3%+23.9pp | 67.2%+32.0pp |
| Annual return | 48.10% | 15.96%+32.1pp | 116.20%-68.1pp | 1370.56%-1322.5pp |
| Employer contribution / active EE | $21,021 | $2,523+733.2% | $3,168+563.6% | $2,626+700.4% |
| Participant deferral / active EE | $0 | $4,325-100.0% | $5,013-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,961-100.0% | $1,946-100.0% |