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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 | $793,792 | $88,137+800.6% | $164,975+381.2% | $74,429+966.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 151.55% | 17.13%+134.4pp | 70.12%+81.4pp | 1368.38%-1216.8pp |
| Employer contribution / active EE | $17,643 | $2,597+579.3% | $4,343+306.3% | $2,625+572.2% |
| Participant deferral / active EE | $0 | $4,501-100.0% | $6,033-100.0% | $4,348-100.0% |
| Admin fee / account holder | $10 | $2,231-99.5% | $12,688-99.9% | $1,944-99.5% |