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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 | $101,591+444.8% | $147,096+276.3% | $74,429+643.6% |
| Participation rate | 90.3% | 75.5%+14.8pp | 82.2%+8.2pp | 67.2%+23.1pp |
| Annual return | 167.60% | 8746.45%-8578.9pp | 419.75%-252.2pp | 1368.38%-1200.8pp |
| Employer contribution / active EE | $17,554 | $3,813+360.4% | $4,936+255.6% | $2,625+568.8% |
| Participant deferral / active EE | $0 | $7,302-100.0% | $8,071-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $1,750-100.0% | $13,005-100.0% | $1,944-100.0% |