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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 | $391,703 | $106,264+268.6% | $147,117+166.3% | $77,762+403.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 82.2%+17.8pp | 70.6%+29.4pp |
| Annual return | 37.00% | 56.94%-19.9pp | 420.54%-383.5pp | 31.27%+5.7pp |
| Employer contribution / active EE | $2,579 | $4,074-36.7% | $4,932-47.7% | $2,728-5.4% |
| Participant deferral / active EE | $0 | $8,003-100.0% | $8,065-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $334-100.0% | $12,993-100.0% | $433-100.0% |