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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 | $1,630,873 | $58,093+2707.3% | $80,022+1938.0% | $56,289+2797.3% |
| Participation rate | 98.6% | 73.6%+25.0pp | 75.8%+22.8pp | 69.9%+28.7pp |
| Annual return | 136.45% | 34.63%+101.8pp | 11.22%+125.2pp | -9.96%+146.4pp |
| Employer contribution / active EE | $14,545 | $1,933+652.6% | $2,468+489.4% | $2,111+589.0% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-99.9% |