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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 | $1,098,682 | $37,463+2832.7% | $77,100+1325.0% | $66,949+1541.1% |
| Participation rate | 98.7% | 52.9%+45.8pp | 67.9%+30.8pp | 69.8%+28.9pp |
| Annual return | 1.71% | -3.25%+5.0pp | 42.35%-40.6pp | 1.57%+0.1pp |
| Employer contribution / active EE | $4,049 | $1,535+163.8% | $2,815+43.8% | $2,545+59.1% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,443-100.0% | $594-100.0% |