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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 | $553,470 | $101,499+445.3% | $147,005+276.5% | $74,546+642.5% |
| Participation rate | 90.3% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 167.60% | 8732.34%-8564.7pp | 418.76%-251.2pp | 1366.03%-1198.4pp |
| Employer contribution / active EE | $17,554 | $3,811+360.6% | $4,934+255.8% | $2,624+568.9% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |