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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 | $251,263 | $58,344+330.7% | $98,483+155.1% | $86,821+189.4% |
| Participation rate | 99.1% | 68.4%+30.7pp | 73.3%+25.8pp | 72.3%+26.8pp |
| Annual return | 13.96% | 43.47%-29.5pp | 1494.38%-1480.4pp | 97.94%-84.0pp |
| Employer contribution / active EE | $489 | $2,008-75.7% | $2,961-83.5% | $2,406-79.7% |
| Participant deferral / active EE | $0 | $3,156-100.0% | $4,276-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $138-100.0% | $5,953-100.0% | $170-100.0% |