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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 | $269,178 | $63,442+324.3% | $68,794+291.3% | $66,930+302.2% |
| Participation rate | 99.1% | 60.0%+39.1pp | 69.0%+30.0pp | 69.8%+29.3pp |
| Annual return | 65.38% | -8.29%+73.7pp | -6.37%+71.8pp | 1.57%+63.8pp |
| Employer contribution / active EE | $18,275 | $1,775+929.6% | $2,656+588.2% | $2,545+618.1% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,238-100.0% |
| Admin fee / account holder | $1 | $577-99.9% | $4,934-100.0% | $593-99.9% |