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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 | $1,167,704 | $93,182+1153.1% | $146,647+696.3% | $79,389+1370.9% |
| Participation rate | 99.2% | 76.4%+22.8pp | 80.1%+19.1pp | 70.7%+28.5pp |
| Annual return | 864.60% | 21.61%+843.0pp | 22.75%+841.9pp | 116.89%+747.7pp |
| Employer contribution / active EE | $10,634 | $2,420+339.5% | $4,137+157.0% | $2,428+338.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |