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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 | $80,763+243.6% | $102,412+170.9% | $74,459+272.6% |
| Participation rate | 98.3% | 65.7%+32.6pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 154.82% | 27.57%+127.3pp | 24.94%+129.9pp | 1369.70%-1214.9pp |
| Employer contribution / active EE | $24,661 | $3,160+680.5% | $3,870+537.2% | $2,626+839.2% |
| Participant deferral / active EE | $0 | $3,862-100.0% | $5,060-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |