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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 | $623,020 | $89,225+598.3% | $135,987+358.1% | $74,429+737.1% |
| Participation rate | 100.0% | 69.4%+30.6pp | 76.4%+23.6pp | 67.2%+32.8pp |
| Annual return | 21.49% | 22.76%-1.3pp | 580.01%-558.5pp | 1368.38%-1346.9pp |
| Employer contribution / active EE | $5,338 | $2,816+89.6% | $4,214+26.7% | $2,625+103.4% |
| Participant deferral / active EE | $0 | $4,597-100.0% | $7,027-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,545-100.0% | $6,716-100.0% | $1,944-100.0% |