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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 | $881,338 | $78,636+1020.8% | $105,607+734.5% | $74,459+1083.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 12.14% | 15.96%-3.8pp | 116.11%-104.0pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $23,529 | $2,523+832.5% | $3,167+643.0% | $2,626+796.1% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,011-100.0% | $4,350-100.0% |
| Admin fee / account holder | $0 | $2,220-100.0% | $10,958-100.0% | $1,945-100.0% |