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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 | $258,072 | $90,107+186.4% | $182,262+41.6% | $69,733+270.1% |
| Participation rate | 100.0% | 64.8%+35.2pp | 84.2%+15.8pp | 62.5%+37.5pp |
| Annual return | 25.28% | 95.58%-70.3pp | 140.60%-115.3pp | 15.22%+10.1pp |
| Employer contribution / active EE | $4,500 | $3,043+47.9% | $5,046-10.8% | $2,250+100.0% |
| Participant deferral / active EE | $0 | $5,135-100.0% | $8,276-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $3,377-100.0% | $16,712-100.0% | $3,102-100.0% |