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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 | $308,576 | $89,739+243.9% | $149,721+106.1% | $62,293+395.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 43.20% | 21.01%+22.2pp | 1501.67%-1458.5pp | 28.90%+14.3pp |
| Employer contribution / active EE | $11,017 | $3,233+240.8% | $5,444+102.4% | $2,042+439.4% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,568-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $11,282-100.0% | $479-100.0% |