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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 | $272,851 | $69,848+290.6% | $115,756+135.7% | $66,938+307.6% |
| Participation rate | 100.0% | 70.6%+29.4pp | 77.1%+22.9pp | 69.8%+30.2pp |
| Annual return | 91.73% | 969.66%-877.9pp | 143.14%-51.4pp | 1.58%+90.2pp |
| Employer contribution / active EE | $14,002 | $2,613+435.9% | $3,793+269.2% | $2,545+450.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $594-100.0% |