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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 | $295,344 | $111,491+164.9% | $189,545+55.8% | $86,821+240.2% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.8%+10.7pp | 72.3%+26.2pp |
| Annual return | 415.54% | 83.50%+332.0pp | 555.36%-139.8pp | 97.94%+317.6pp |
| Employer contribution / active EE | $9,480 | $3,951+139.9% | $6,162+53.8% | $2,406+294.0% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,220-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,049-100.0% | $170-100.0% |