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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 | $390,008 | $69,774+459.0% | $67,561+477.3% | $74,429+424.0% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 38.47% | -40.53%+79.0pp | 3525.44%-3487.0pp | 1368.38%-1329.9pp |
| Employer contribution / active EE | $6,965 | $2,710+157.0% | $2,735+154.7% | $2,625+165.4% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5 | $890-99.4% | $4,006-99.9% | $1,944-99.7% |