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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 | $543,774 | $42,582+1177.0% | $171,082+217.8% | $57,658+843.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 76.7%+23.3pp | 70.2%+29.8pp |
| Annual return | 13.57% | 308.67%-295.1pp | 32.56%-19.0pp | 5.13%+8.4pp |
| Employer contribution / active EE | $8,894 | $1,306+581.0% | $4,002+122.2% | $1,974+350.6% |
| Participant deferral / active EE | $0 | $2,933-100.0% | $4,797-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $82-100.0% | $8,520-100.0% | $95-100.0% |