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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 | $307,837 | $42,546+623.5% | $71,796+328.8% | $55,167+458.0% |
| Participation rate | 96.6% | 59.1%+37.5pp | 69.1%+27.5pp | 69.0%+27.6pp |
| Annual return | 77.31% | 12.36%+65.0pp | 78.04%-0.7pp | 169.23%-91.9pp |
| Employer contribution / active EE | $14,048 | $803+1648.7% | $1,924+630.0% | $1,963+615.8% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |