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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 | $426,510 | $64,176+564.6% | $112,249+280.0% | $66,938+537.2% |
| Participation rate | 97.5% | 68.4%+29.1pp | 75.1%+22.4pp | 69.8%+27.7pp |
| Annual return | 219.27% | -13.80%+233.1pp | 27.48%+191.8pp | 1.58%+217.7pp |
| Employer contribution / active EE | $33,908 | $3,007+1027.7% | $3,636+832.5% | $2,545+1232.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $626-99.9% | $6,412-100.0% | $594-99.9% |