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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 | $877,301 | $43,133+1934.0% | $89,435+880.9% | $73,497+1093.7% |
| Participation rate | 98.6% | 55.0%+43.7pp | 68.0%+30.6pp | 70.7%+27.9pp |
| Annual return | 18.00% | 135.66%-117.7pp | 245.55%-227.6pp | 28.51%-10.5pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,587-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $2,445-100.0% | $3,890-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $444-100.0% | $4,884-100.0% | $513-100.0% |