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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 | $1,623,346 | $80,748+1910.4% | $102,383+1485.6% | $74,429+2081.1% |
| Participation rate | 99.4% | 65.7%+33.7pp | 74.5%+24.9pp | 67.2%+32.2pp |
| Annual return | 18.14% | 27.57%-9.4pp | 24.94%-6.8pp | 1368.38%-1350.2pp |
| Employer contribution / active EE | $24,440 | $3,159+673.6% | $3,870+531.5% | $2,625+831.1% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,391-100.0% | $1,944-100.0% |