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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 | $376,037 | $83,436+350.7% | $143,412+162.2% | $83,436+350.7% |
| Participation rate | 99.8% | 73.2%+26.6pp | 78.5%+21.3pp | 73.2%+26.6pp |
| Annual return | 41.20% | 19.34%+21.9pp | 256.99%-215.8pp | 19.34%+21.9pp |
| Employer contribution / active EE | $16,442 | $4,072+303.8% | $3,748+338.7% | $4,072+303.8% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $6,816-100.0% | $3,411-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $11,396-100.0% | $265-100.0% |