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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 | $1,047,486 | $106,164+886.7% | $147,041+612.4% | $77,692+1248.3% |
| Participation rate | 83.0% | 78.4%+4.6pp | 82.2%+0.8pp | 70.6%+12.4pp |
| Annual return | 17.36% | 56.81%-39.4pp | 419.21%-401.8pp | 31.25%-13.9pp |
| Employer contribution / active EE | $23,154 | $4,066+469.4% | $4,935+369.2% | $2,726+749.3% |
| Participant deferral / active EE | $16,702 | $7,993+108.9% | $8,071+106.9% | $4,648+259.3% |
| Admin fee / account holder | $0 | $338-100.0% | $13,006-100.0% | $431-100.0% |