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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 | $986,502 | $65,442+1407.4% | $86,717+1037.6% | $66,954+1373.4% |
| Participation rate | 99.5% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.7pp |
| Annual return | 75.78% | -10.91%+86.7pp | 35.97%+39.8pp | 1.57%+74.2pp |
| Employer contribution / active EE | $16,395 | $2,154+661.2% | $2,837+477.9% | $2,545+544.2% |
| Participant deferral / active EE | $0 | $4,103-100.0% | $4,657-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,494-100.0% | $594-100.0% |