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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 | $400,692 | $78,275+411.9% | $109,191+267.0% | $86,828+361.5% |
| Participation rate | 96.4% | 73.8%+22.5pp | 75.9%+20.5pp | 72.3%+24.1pp |
| Annual return | 214.43% | 19.14%+195.3pp | 25.76%+188.7pp | 97.95%+116.5pp |
| Employer contribution / active EE | $20,758 | $3,105+568.6% | $3,723+457.6% | $2,406+762.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,756-100.0% | $170-100.0% |