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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 | $588,155 | $46,966+1152.3% | $185,117+217.7% | $69,631+744.7% |
| Participation rate | 99.6% | 65.3%+34.4pp | 77.3%+22.4pp | 70.7%+29.0pp |
| Annual return | 20.14% | 22.36%-2.2pp | 40.50%-20.4pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $18,997 | $1,360+1296.5% | $4,182+354.3% | $2,032+834.8% |
| Participant deferral / active EE | $0 | $3,017-100.0% | $5,045-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $8,159-100.0% | $110-100.0% |