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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 | $277,462 | $80,731+243.7% | $103,374+168.4% | $74,546+272.2% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 154.82% | 27.56%+127.3pp | 24.89%+129.9pp | 1366.03%-1211.2pp |
| Employer contribution / active EE | $24,661 | $3,158+681.0% | $3,869+537.3% | $2,624+839.7% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |