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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 | $1,279,856 | $86,692+1376.3% | $119,634+969.8% | $66,949+1811.7% |
| Participation rate | 98.9% | 75.6%+23.3pp | 79.3%+19.6pp | 69.8%+29.1pp |
| Annual return | 62.17% | -8.00%+70.2pp | -14.98%+77.2pp | 1.57%+60.6pp |
| Employer contribution / active EE | $10,629 | $2,536+319.1% | $4,232+151.1% | $2,545+317.6% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |