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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 | $871,522 | $71,523+1118.5% | $98,461+785.1% | $71,511+1118.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 19.88% | 32.43%-12.6pp | 21.17%-1.3pp | 28.86%-9.0pp |
| Employer contribution / active EE | $21,849 | $2,399+810.6% | $3,049+616.7% | $2,589+743.9% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,676-100.0% | $8,961-100.0% | $1,588-100.0% |