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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 | $444,418 | $81,870+442.8% | $119,622+271.5% | $68,486+548.9% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | 35.08% | -23.82%+58.9pp | -14.98%+50.1pp | -7.85%+42.9pp |
| Employer contribution / active EE | $9,495 | $2,692+252.7% | $4,232+124.3% | $2,597+265.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13 | $6,583-99.8% | $10,328-99.9% | $5,404-99.8% |