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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 | $615,120 | $100,801+510.2% | $149,751+310.8% | $73,415+737.9% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 91.96% | 265.34%-173.4pp | 276.71%-184.7pp | 59.30%+32.7pp |
| Employer contribution / active EE | $11,172 | $3,312+237.4% | $4,646+140.5% | $2,234+400.1% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,843-100.0% | $3,806-100.0% |
| Admin fee / account holder | $3 | $181-98.4% | $9,312-100.0% | $158-98.2% |