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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 | $69,708+459.5% | $67,560+477.3% | $74,478+423.7% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 38.47% | -40.67%+79.1pp | 3533.50%-3495.0pp | 1370.56%-1332.1pp |
| Employer contribution / active EE | $6,965 | $2,715+156.6% | $2,737+154.5% | $2,626+165.2% |
| Participant deferral / active EE | $0 | $3,637-100.0% | $4,004-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5 | $887-99.4% | $3,994-99.9% | $1,946-99.7% |