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 | $362,890 | $148,970+143.6% | $133,698+171.4% | $200,096+81.4% |
| Participation rate | 99.6% | 79.4%+20.2pp | 76.4%+23.2pp | 72.0%+27.6pp |
| Annual return | 61.91% | 27.07%+34.8pp | 580.90%-519.0pp | 34.26%+27.7pp |
| Employer contribution / active EE | $16,346 | $3,561+359.0% | $4,218+287.6% | $3,038+438.1% |
| Participant deferral / active EE | $0 | $6,140-100.0% | $7,016-100.0% | $5,090-100.0% |
| Admin fee / account holder | $1 | $144-99.5% | $6,703-100.0% | $269-99.8% |