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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 | $553,470 | $101,653+444.5% | $147,080+276.3% | $74,459+643.3% |
| Participation rate | 90.3% | 75.6%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 167.60% | 8754.98%-8587.4pp | 420.17%-252.6pp | 1369.70%-1202.1pp |
| Employer contribution / active EE | $17,554 | $3,813+360.3% | $4,933+255.8% | $2,626+568.5% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,066-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $1,752-100.0% | $12,989-100.0% | $1,945-100.0% |