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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 | $293,270 | $58,292+403.1% | $86,640+238.5% | $71,511+310.1% |
| Participation rate | 93.1% | 65.0%+28.1pp | 71.7%+21.4pp | 67.9%+25.2pp |
| Annual return | 68.59% | 21.63%+47.0pp | 592.52%-523.9pp | 28.86%+39.7pp |
| Employer contribution / active EE | $842 | $2,574-67.3% | $3,024-72.1% | $2,589-67.5% |
| Participant deferral / active EE | $0 | $3,438-100.0% | $4,438-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,616-100.0% | $1,588-100.0% |