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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 | $844,297 | $91,406+823.7% | $130,070+549.1% | $74,478+1033.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 78.5%+21.5pp | 70.7%+29.3pp |
| Annual return | 33.17% | 23.21%+10.0pp | -137.40%+170.6pp | 34.37%-1.2pp |
| Employer contribution / active EE | $20,027 | $2,565+680.9% | $4,322+363.4% | $2,637+659.5% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,600-100.0% | $347-100.0% |