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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 | $511,071 | $56,640+802.3% | $78,002+555.2% | $55,167+826.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 43.15% | 2868.48%-2825.3pp | 425.99%-382.8pp | 169.23%-126.1pp |
| Employer contribution / active EE | $15,789 | $1,724+816.1% | $2,470+539.2% | $1,963+704.5% |
| Participant deferral / active EE | $0 | $2,778-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,481-100.0% | $504-100.0% |