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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 | $88,186+800.1% | $165,071+380.9% | $74,459+966.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 151.55% | 17.13%+134.4pp | 70.17%+81.4pp | 1369.70%-1218.1pp |
| Employer contribution / active EE | $17,643 | $2,600+578.5% | $4,347+305.8% | $2,626+571.9% |
| Participant deferral / active EE | $0 | $4,505-100.0% | $6,035-100.0% | $4,350-100.0% |
| Admin fee / account holder | $10 | $2,234-99.5% | $12,695-99.9% | $1,945-99.5% |