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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 | $78,529+1022.3% | $105,591+734.7% | $74,400+1084.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 12.14% | 15.94%-3.8pp | 116.43%-104.3pp | 1367.51%-1355.4pp |
| Employer contribution / active EE | $23,529 | $2,522+832.9% | $3,166+643.2% | $2,624+796.6% |
| Participant deferral / active EE | $0 | $4,321-100.0% | $5,008-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,216-100.0% | $11,024-100.0% | $1,944-100.0% |