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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 | $1,275,981 | $83,090+1435.7% | $130,062+881.1% | $71,529+1683.9% |
| Participation rate | 96.2% | 74.1%+22.1pp | 78.5%+17.7pp | 67.9%+28.2pp |
| Annual return | 38.18% | 20.61%+17.6pp | -137.37%+175.5pp | 28.97%+9.2pp |
| Employer contribution / active EE | $954 | $2,624-63.6% | $4,322-77.9% | $2,590-63.2% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |