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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 | $332,443 | $84,493+293.5% | $125,381+165.1% | $66,938+396.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | 70.78% | -8.49%+79.3pp | 572.31%-501.5pp | 1.58%+69.2pp |
| Employer contribution / active EE | $17,866 | $3,554+402.8% | $4,815+271.0% | $2,545+602.0% |
| Participant deferral / active EE | $0 | $6,783-100.0% | $7,448-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $685-99.8% | $10,007-100.0% | $594-99.7% |