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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 | $1,010,106 | $94,529+968.6% | $140,019+621.4% | $64,173+1474.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.82% | 7.77%-11.6pp | 651.19%-655.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $32,341 | $3,812+748.3% | $5,605+477.0% | $2,381+1258.4% |
| Participant deferral / active EE | $17,139 | $5,250+226.4% | $6,927+147.4% | $3,470+394.0% |
| Admin fee / account holder | $0 | $6,741-100.0% | $10,705-100.0% | $4,887-100.0% |