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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 | $693,144 | $55,449+1150.1% | $83,831+726.8% | $56,289+1131.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 26.65% | -1.38%+28.0pp | 850.99%-824.3pp | -9.96%+36.6pp |
| Employer contribution / active EE | $11,345 | $2,430+366.8% | $3,631+212.4% | $2,111+437.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,479-100.0% | $521-100.0% |