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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 | $563,768 | $83,090+578.5% | $130,062+333.5% | $71,529+688.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 78.5%+21.5pp | 67.9%+32.1pp |
| Annual return | 56.39% | 20.61%+35.8pp | -137.37%+193.8pp | 28.97%+27.4pp |
| Employer contribution / active EE | $10,561 | $2,624+302.5% | $4,322+144.3% | $2,590+307.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |