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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 | $251,538 | $88,360+184.7% | $145,433+73.0% | $67,986+270.0% |
| Participation rate | 94.4% | 65.5%+28.9pp | 82.1%+12.2pp | 57.2%+37.1pp |
| Annual return | 96.38% | 63.15%+33.2pp | 66.58%+29.8pp | 31.67%+64.7pp |
| Employer contribution / active EE | $8,716 | $3,054+185.4% | $4,554+91.4% | $2,019+331.7% |
| Participant deferral / active EE | $0 | $5,932-100.0% | $7,897-100.0% | $3,358-100.0% |
| Admin fee / account holder | $0 | $3,313-100.0% | $13,129-100.0% | $3,203-100.0% |